Position in CL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,175,656
+$609,890 QoQ
Shares Held
45,546
+8.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#503
of 2,005 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $40,945,353 across 6 Household & Personal Products names. CL ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
156,193 | $22,904,141 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
101,564 | $9,839,519 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
45,546 | $4,175,656 | |
| 4 | KMB |
Kimberly Clark Corp
|
27,896 | $3,062,143 | |
| 5 | SPB |
Spectrum Brands Holdings, Inc.
|
6,253 | $536,194 | |
| 6 | KVUE |
Kenvue Inc.
|
22,381 | $427,700 |
All Filings in CL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,175,656 | 45,546 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,565,766 | 41,837 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $3,122,870 | 39,520 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $2,731,389 | 34,168 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,253,856 | 35,796 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $3,337,875 | 35,623 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $3,124,576 | 34,370 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $3,547,810 | 34,176 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $3,276,943 | 33,769 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $3,032,073 | 33,671 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $2,688,458 | 33,728 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,307,590 | 32,451 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $243,831 | 3,165 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $231,537 | 3,081 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $212,890 | 2,702 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $222,468 | 2,776 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $216,191 | 2,851 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $328,217 | 3,846 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $552,867 | 7,315 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $20,728,386 | 254,805 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,659,766 | 262,080 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $22,535,048 | 263,537 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $20,063,320 | 260,056 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $18,790,457 | 256,490 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $16,593,716 | 250,056 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||