Position in CL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,579,784
+$1,858,908 QoQ
Shares Held
171,064
+6.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $118,306,782 across 11 Household & Personal Products names. CL ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
355,010 | $51,277,644 | |
| 2 | UL |
Unilever PLC
|
617,579 | $35,183,475 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
171,064 | $14,579,784 | |
| 4 | KMB |
Kimberly Clark Corp
|
126,474 | $12,200,946 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
22,423 | $2,092,514 | |
| 6 | EL |
Estee Lauder Companies Inc
|
17,327 | $1,243,558 | |
| 7 | KVUE |
Kenvue Inc.
|
48,496 | $836,071 | |
| 8 | CLX |
Clorox Co /De/
|
5,245 | $543,539 |
All Filings in CL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,579,784 | 171,064 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,720,876 | 160,983 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $13,541,995 | 169,402 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,118,033 | 166,315 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $15,892,550 | 169,611 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,391,730 | 103,308 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,829,765 | 75,424 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,828,313 | 80,671 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,319,894 | 81,287 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,686,759 | 410,071 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $51,335,588 | 721,918 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,559,949 | 137,071 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,473,601 | 152,676 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $12,676,129 | 160,885 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $11,263,533 | 160,335 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,007,430 | 174,787 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $12,777,355 | 168,500 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,593,225 | 171,001 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,784,960 | 182,389 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,380,031 | 189,060 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $15,023,736 | 190,584 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,773,898 | 196,163 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $15,503,061 | 200,947 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,095,223 | 206,050 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $14,017,289 | 211,231 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||