Position in CL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$803,757
+$66,691 QoQ
Shares Held
8,767
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#974
of 2,002 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SVB WEALTH LLC holds $8,703,985 across 2 Household & Personal Products names. CL ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
53,875 | $7,900,228 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
8,767 | $803,757 |
All Filings in CL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,757 | 8,767 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $737,066 | 8,648 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $685,259 | 8,672 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,518,139 | 18,991 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,781,275 | 19,596 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $2,781,936 | 30,601 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $3,152,537 | 32,487 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,141,213 | 34,883 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,707,190 | 33,963 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,614,500 | 36,767 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,248,467 | 42,166 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,463,963 | 46,094 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,746,464 | 47,550 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,511,726 | 49,989 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,198,694 | 52,392 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,278,327 | 56,420 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,169,029 | 48,852 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,767,889 | 49,853 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,020,479 | 49,422 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,163,011 | 52,810 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,877,746 | 57,043 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,666,648 | 60,488 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,501,167 | 61,441 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,206,759 | 63,393 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||