SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in CL — Colgate Palmolive Co
CIK 1531593
NEW YORK, NY
Position in CL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$11,335
-$83,172 QoQ
Shares Held
133
-88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Derivatives in CL
reported options exposure · as of Dec 31, 2021CallValue
$256,020
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026SUMMIT SECURITIES GROUP LLC holds $462,851 across 11 Household & Personal Products names. CL ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,512 | $218,393 | |
| 2 | COTY |
Coty Inc.
|
51,692 | $103,900 | |
| 3 | CLX |
Clorox Co /De/
|
820 | $84,976 | |
| 4 | KMB |
Kimberly Clark Corp
|
255 | $24,599 | |
| 5 | CL |
Colgate Palmolive Co
This page
|
133 | $11,335 | |
| 6 | KVUE |
Kenvue Inc.
|
315 | $5,430 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
39 | $3,639 | |
| 8 | EL |
Estee Lauder Companies Inc
|
41 | $2,942 |
All Filings in CL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,335 | 133 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $94,507 | 1,196 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $242,298 | 3,031 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $49,540 | 545 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $135,583 | 1,447 | Shares | Sole | 2025-05-13 | |
| 2023-06-30 | $83,588 | 1,085 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $123,170 | 1,639 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $413,411 | 5,247 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $392,557 | 5,588 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $204,357 | 2,550 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $86,825 | 1,145 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $256,020 | 3,000 | Call | Sole | 2022-01-18 | |
| 2020-06-30 | $3,663 | 50 | Put | Sole | 2020-08-06 | |
| 2020-03-31 | $3,318 | 50 | Put | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||