Position in CL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,961,308
+$419,398 QoQ
Shares Held
65,023
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#426
of 2,002 holders
Holding Since
Jun 2023
13 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, 2026Morningstar Investment Management LLC holds $22,173,270 across 7 Household & Personal Products names. CL ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
56,539 | $8,290,878 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
65,023 | $5,961,308 | |
| 3 | EL |
Estee Lauder Companies Inc
|
41,885 | $3,306,820 | |
| 4 | CLX |
Clorox Co /De/
|
34,539 | $3,296,402 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
6,779 | $656,749 | |
| 6 | KVUE |
Kenvue Inc.
|
19,425 | $371,211 | |
| 7 | KMB |
Kimberly Clark Corp
|
2,641 | $289,902 |
All Filings in CL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,961,308 | 65,023 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,541,910 | 65,023 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,983,872 | 50,416 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,158,878 | 52,025 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,377,407 | 15,153 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,368,020 | 14,600 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,408,832 | 15,497 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,608,743 | 15,497 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,232,893 | 12,705 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,144,085 | 12,705 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,012,715 | 12,705 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $904,803 | 12,724 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $980,256 | 12,724 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||