Position in CL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,668,800
+$558,501 QoQ
Shares Held
50,925
+5.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#43
of 333 holders
Holding Since
Mar 2020
26 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, 2026Merit Financial Group, LLC holds $61,971,638 across 12 Household & Personal Products names. CL ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
303,351 | $44,483,386 | |
| 2 | CL |
Colgate Palmolive Co
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|
50,925 | $4,668,800 | |
| 3 | EL |
Estee Lauder Companies Inc
|
45,906 | $3,624,277 | |
| 4 | UL |
Unilever PLC
|
43,076 | $2,589,727 | |
| 5 | KMB |
Kimberly Clark Corp
|
21,293 | $2,337,329 | |
| 6 | KVUE |
Kenvue Inc.
|
77,208 | $1,475,442 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
11,156 | $1,080,791 | |
| 8 | CLX |
Clorox Co /De/
|
6,874 | $656,053 |
All Filings in CL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,668,800 | 50,925 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $4,110,299 | 48,226 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,460,836 | 43,797 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,701,170 | 33,790 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,117,506 | 34,296 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,261,603 | 34,809 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,785,482 | 30,640 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,338,424 | 22,526 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,368,940 | 24,412 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,055,115 | 11,717 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $727,672 | 9,129 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $590,497 | 8,304 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $620,557 | 8,055 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $584,216 | 7,774 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $629,453 | 7,989 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $493,365 | 7,023 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $545,512 | 6,807 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $496,079 | 6,542 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,230,688 | 14,421 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,093,718 | 14,471 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,168,511 | 14,364 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,106,457 | 14,036 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,162,337 | 13,593 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,048,622 | 13,592 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $956,555 | 13,057 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $882,654 | 13,301 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||