Position in CL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$30,554,187
+$5,941,907 QoQ
Shares Held
358,491
+15.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $56,865,903 across 8 Household & Personal Products names. CL ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
358,491 | $30,554,187 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
150,191 | $21,693,588 | |
| 3 | KMB |
Kimberly Clark Corp
|
16,541 | $1,595,710 | |
| 4 | UL |
Unilever PLC
|
15,043 | $856,999 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
7,657 | $714,551 | |
| 6 | CLX |
Clorox Co /De/
|
6,242 | $646,858 | |
| 7 | NUS |
Nu Skin Enterprises, Inc.
|
72,397 | $527,050 | |
| 8 | KVUE |
Kenvue Inc.
|
16,065 | $276,960 |
All Filings in CL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,554,187 | 358,491 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,612,280 | 311,469 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $4,118,679 | 45,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,170,399 | 44,508 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,139,132 | 45,530 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,727,715 | 45,542 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,256,465 | 43,863 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,884,486 | 43,137 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,305,972 | 41,475 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,936,060 | 41,289 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $598,986 | 7,775 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,257,109 | 16,728 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,615,512 | 33,196 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $2,322,394 | 33,059 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $2,467,350 | 30,788 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,513,991 | 33,153 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,943,035 | 34,486 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,651,875 | 35,087 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,837,243 | 34,877 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $21,325,564 | 270,526 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $21,320,892 | 249,338 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,409,221 | 18,266 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,342,269 | 18,322 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,212,795 | 18,276 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||