Position in CL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,831,180
+$1,478,285 QoQ
Shares Held
68,417
+24.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Summit Trail Advisors, LLC holds $31,467,352 across 12 Household & Personal Products names. CL ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
66,643 | $9,625,914 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
68,417 | $5,831,180 | |
| 3 | CLX |
Clorox Co /De/
|
30,968 | $3,209,213 | |
| 4 | SPB |
Spectrum Brands Holdings, Inc.
|
34,975 | $2,577,657 | |
| 5 | KMB |
Kimberly Clark Corp
|
24,602 | $2,373,354 | |
| 6 | UL |
Unilever PLC
|
36,980 | $2,106,750 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
21,060 | $1,965,319 | |
| 8 | NWL |
Newell Brands Inc.
|
359,705 | $1,233,788 |
All Filings in CL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,831,180 | 68,417 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,352,895 | 55,086 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,302,142 | 16,289 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,310,405 | 25,417 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $895,776 | 8,629 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $532,749 | 5,490 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $481,677 | 5,349 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $378,463 | 4,748 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $302,928 | 4,260 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $389,514 | 5,056 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $228,648 | 2,902 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||