Position in CL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,056,854
-$8,254 QoQ
Shares Held
24,133
-7.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Evercore Wealth Management, LLC holds $15,195,409 across 6 Household & Personal Products names. CL ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
61,731 | $8,916,425 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
31,861 | $2,973,268 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
24,133 | $2,056,854 | |
| 4 | KMB |
Kimberly Clark Corp
|
8,097 | $781,116 | |
| 5 | KVUE |
Kenvue Inc.
|
13,846 | $238,705 | |
| 6 | ACU |
Acme United Corp
|
5,100 | $229,041 |
All Filings in CL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,056,854 | 24,133 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,065,108 | 26,134 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,090,190 | 26,147 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,338,220 | 25,723 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,521,747 | 26,913 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,568,025 | 28,248 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,942,805 | 28,348 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,993,101 | 30,844 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,786,507 | 30,944 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,485,197 | 31,178 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,282,417 | 32,097 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,023,203 | 39,242 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $2,591,171 | 34,480 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,832,579 | 35,951 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,533,706 | 36,067 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,869,973 | 35,812 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,775,074 | 36,596 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,284,906 | 38,492 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,850,574 | 37,716 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,084,465 | 37,916 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,429,655 | 43,507 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,782,619 | 44,236 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,295,693 | 42,718 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,172,523 | 43,305 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,006,107 | 45,300 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||