Position in CL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$33,138,957
+$6,424,272 QoQ
Shares Held
388,818
+15.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $356,762,169 across 19 Household & Personal Products names. CL ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,693,989 | $244,679,770 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
388,818 | $33,138,957 | |
| 3 | UL |
Unilever PLC
|
405,108 | $23,079,002 | |
| 4 | KMB |
Kimberly Clark Corp
|
124,835 | $12,042,832 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
100,654 | $9,393,030 | |
| 6 | KVUE |
Kenvue Inc.
|
541,664 | $9,338,287 | |
| 7 | CLX |
Clorox Co /De/
|
59,220 | $6,136,968 | |
| 8 | EPC |
EDGEWELL PERSONAL CARE Co
|
207,876 | $4,436,073 |
All Filings in CL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,138,957 | 388,818 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $26,714,685 | 338,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,061,741 | 250,960 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,444,736 | 268,919 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,723,058 | 253,181 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,182,473 | 222,005 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,632,447 | 218,018 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $20,732,199 | 213,646 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $20,242,609 | 224,793 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $17,993,496 | 225,737 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,219,245 | 214,024 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $16,736,477 | 217,244 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $15,782,100 | 210,008 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,878,078 | 214,216 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $15,068,063 | 214,492 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,892,723 | 198,312 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,013,549 | 145,240 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,953,104 | 104,911 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,885,110 | 104,328 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,694,244 | 94,582 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,557,510 | 95,871 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,829,637 | 91,564 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,513,774 | 84,430 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,618,675 | 76,695 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,501,044 | 82,897 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||