Position in CL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,591,788
+$2,090,501 QoQ
Shares Held
180,975
+6.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#260
of 2,005 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Waverly Advisors, LLC holds $97,575,881 across 9 Household & Personal Products names. CL ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
454,663 | $66,671,782 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
180,975 | $16,591,788 | |
| 3 | UL |
Unilever PLC
|
121,688 | $7,315,882 | |
| 4 | KMB |
Kimberly Clark Corp
|
30,992 | $3,401,991 | |
| 5 | CLX |
Clorox Co /De/
|
22,152 | $2,114,186 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
11,239 | $831,686 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,736 | $265,063 | |
| 8 | KVUE |
Kenvue Inc.
|
12,911 | $246,729 |
All Filings in CL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,591,788 | 180,975 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,501,287 | 170,143 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,530,515 | 171,229 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,337,981 | 104,303 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,518,411 | 104,713 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,168,605 | 108,523 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,166,182 | 100,827 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,116,180 | 97,449 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,087,410 | 83,341 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $677,445 | 7,523 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $306,723 | 3,848 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $267,443 | 3,761 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $265,171 | 3,442 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||