Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$93,696
-$909 QoQ
Shares Held
1,022
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,717
of 1,973 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026IMA Advisory Services, Inc. holds $5,177,652 across 8 Household & Personal Products names. CL ranks #2 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
33,323 | $4,886,484 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
1,022 | $93,696 | |
| 3 | KVUE |
Kenvue Inc.
|
4,353 | $83,185 | |
| 4 | CLX |
Clorox Co /De/
|
722 | $68,907 | |
| 5 | KMB |
Kimberly Clark Corp
|
323 | $35,455 | |
| 6 | UL |
Unilever PLC
|
130 | $7,815 | |
| 7 | RBGLY |
Reckitt Benckiser Group PLC
|
149 | $1,953 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2 | $157 |
All Filings in CL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,696 | 1,022 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $94,605 | 1,110 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $87,712 | 1,110 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $88,733 | 1,110 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $100,899 | 1,110 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $104,007 | 1,110 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $115,229 | 1,110 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $78,932 | 1,110 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $85,514 | 1,110 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $83,416 | 1,110 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $87,456 | 1,110 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $77,977 | 1,110 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $88,955 | 1,110 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $84,171 | 1,110 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $94,727 | 1,110 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $83,893 | 1,110 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $90,298 | 1,110 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $87,501 | 1,110 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $94,916 | 1,110 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $85,636 | 1,110 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $81,318 | 1,110 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $73,659 | 1,110 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||