Position in CL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,411,593
+$777,469 QoQ
Shares Held
59,027
+8.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#444
of 2,002 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Derivatives in CL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$495,072
PutShares
5,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $60,658,212 across 10 Household & Personal Products names. CL ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
280,384 | $41,115,508 | |
| 2 | CL |
Colgate Palmolive Co
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|
59,027 | $5,411,593 | |
| 3 | KVUE |
Kenvue Inc.
|
244,596 | $4,674,229 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
33,443 | $3,239,956 | |
| 5 | UL |
Unilever PLC
|
34,061 | $2,047,746 | |
| 6 | KMB |
Kimberly Clark Corp
|
15,313 | $1,680,906 | |
| 7 | CLX |
Clorox Co /De/
|
11,649 | $1,111,780 | |
| 8 | EL |
Estee Lauder Companies Inc
|
7,809 | $616,519 |
All Filings in CL
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47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,411,593 | 59,027 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $495,072 | 5,400 | Put | Sole | 2026-08-07 | |
| 2026-03-31 | $460,242 | 5,400 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $4,634,124 | 54,372 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $426,708 | 5,400 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $4,803,862 | 60,793 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,505,656 | 56,363 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $431,676 | 5,400 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $490,860 | 5,400 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $5,284,015 | 58,130 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,873,055 | 52,007 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $505,980 | 5,400 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $490,914 | 5,400 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $4,559,680 | 50,156 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,608,033 | 111,820 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,539,723 | 46,782 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $591,944 | 6,100 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $486,270 | 5,400 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $11,409,603 | 126,703 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,220,495 | 128,221 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $430,434 | 5,400 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $383,994 | 5,400 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $3,244,464 | 45,626 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,328,820 | 43,209 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $416,016 | 5,400 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $3,565,416 | 47,444 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $405,810 | 5,400 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $2,719,673 | 34,518 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $425,466 | 5,400 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $379,350 | 5,400 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $2,226,854 | 31,699 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,528,817 | 31,555 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $432,756 | 5,400 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $2,381,820 | 31,410 | Shares | Sole | 2022-05-17 | |
| 2022-03-31 | $409,482 | 5,400 | Put | Sole | 2022-05-17 | |
| 2021-12-31 | $2,192,896 | 25,696 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $460,836 | 5,400 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $1,126,973 | 14,911 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $408,132 | 5,400 | Put | Sole | 2022-02-15 | |
| 2021-06-30 | $439,290 | 5,400 | Put | Sole | 2021-08-12 | |
| 2021-06-30 | $1,127,999 | 13,866 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,096,446 | 13,909 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $425,682 | 5,400 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $1,704,470 | 19,933 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,159,255 | 15,026 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,092,233 | 14,909 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $704,212 | 10,612 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||