Position in CL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$730,689
New position
Shares Held
7,970
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,015
of 2,002 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $1,598,504 across 2 Household & Personal Products names. CL ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,918 | $867,815 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
7,970 | $730,689 |
All Filings in CL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,689 | 7,970 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||