Position in CL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,232,773
+$712,171 QoQ
Shares Held
67,984
+5.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#419
of 2,007 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $70,788,734 across 13 Household & Personal Products names. CL ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
339,293 | $49,753,925 | |
| 2 | KMB |
Kimberly Clark Corp
|
67,535 | $7,413,316 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
67,984 | $6,232,773 | |
| 4 | UL |
Unilever PLC
|
34,743 | $2,088,749 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
18,352 | $1,777,941 | |
| 6 | KVUE |
Kenvue Inc.
|
65,130 | $1,244,634 | |
| 7 | EL |
Estee Lauder Companies Inc
|
7,705 | $608,309 | |
| 8 | CLX |
Clorox Co /De/
|
5,550 | $529,692 |
All Filings in CL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,232,773 | 67,984 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,520,602 | 64,773 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,293,867 | 54,339 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,663,680 | 33,321 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,751,815 | 30,273 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,392,629 | 25,535 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,298,750 | 25,286 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,116,893 | 20,392 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,967,874 | 20,279 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,757,055 | 19,512 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,787,337 | 22,423 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,068,427 | 15,025 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,182,178 | 15,345 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,125,145 | 14,972 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,221,560 | 15,504 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,328,778 | 18,915 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,556,959 | 19,428 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,531,538 | 20,197 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,461,447 | 17,125 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $1,324,133 | 16,277 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,352,407 | 17,156 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,689,506 | 19,758 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,483,131 | 19,224 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,403,588 | 19,159 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,256,460 | 18,934 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||