Position in CL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,760
-$2,115 QoQ
Shares Held
161
-18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,902
of 2,002 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $223,917 across 11 Household & Personal Products names. CL ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,216 | $178,314 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
161 | $14,760 | |
| 3 | UL |
Unilever PLC
|
115 | $6,913 | |
| 4 | EL |
Estee Lauder Companies Inc
|
74 | $5,842 | |
| 5 | KMB |
Kimberly Clark Corp
|
53 | $5,817 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
56 | $5,425 | |
| 7 | KVUE |
Kenvue Inc.
|
216 | $4,127 | |
| 8 | CLX |
Clorox Co /De/
|
24 | $2,290 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,760 | 161 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,875 | 198 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $15,487 | 196 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $15,668 | 196 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $16,634 | 183 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $17,147 | 183 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $16,636 | 183 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $18,997 | 183 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $12,518 | 129 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $11,616 | 129 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $10,282 | 129 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $9,173 | 129 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $9,938 | 129 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $9,694 | 129 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $10,163 | 129 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $9,062 | 129 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $11,460 | 143 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $10,692 | 141 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $11,008 | 129 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $9,749 | 129 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $5,857 | 72 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $11,351 | 144 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $10,945 | 128 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $10,106 | 131 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $8,498 | 116 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $7,365 | 111 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||