Position in CL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,955,259
+$272,819 QoQ
Shares Held
21,327
+8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#672
of 2,002 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Perigon Wealth Management, LLC holds $15,685,516 across 8 Household & Personal Products names. CL ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
74,029 | $10,855,612 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
21,327 | $1,955,259 | |
| 3 | CLX |
Clorox Co /De/
|
7,644 | $729,543 | |
| 4 | KVUE |
Kenvue Inc.
|
33,240 | $635,216 | |
| 5 | KMB |
Kimberly Clark Corp
|
4,608 | $505,820 | |
| 6 | UL |
Unilever PLC
|
8,309 | $499,537 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,970 | $287,733 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2,746 | $216,796 |
All Filings in CL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,955,259 | 21,327 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,682,440 | 19,740 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,478,227 | 18,707 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,430,446 | 17,894 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,451,491 | 15,968 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,920,100 | 20,492 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,061,576 | 33,677 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,373,098 | 32,493 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,074,324 | 31,681 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,912,487 | 32,343 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,095,298 | 38,832 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,484,014 | 34,932 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,705,490 | 35,118 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,548,315 | 20,603 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,552,950 | 19,710 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,020,592 | 14,528 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $873,365 | 10,898 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $815,779 | 10,758 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $903,665 | 10,589 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $741,515 | 9,811 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $837,010 | 10,289 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $811,003 | 10,288 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $886,311 | 10,365 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $779,292 | 10,101 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $691,940 | 9,445 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $628,694 | 9,474 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||