Position in CL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$785,142
-$28,627 QoQ
Shares Held
8,564
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#229
of 598 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,261,721 across 23 Household & Personal Products names. CL ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
12,108 | $1,775,510 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
8,564 | $785,142 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
4,446 | $430,723 | |
| 4 | UL |
Unilever PLC
|
4,904 | $294,822 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,348 | $257,734 | |
| 6 | KVUE |
Kenvue Inc.
|
12,251 | $234,113 | |
| 7 | CLX |
Clorox Co /De/
|
1,475 | $140,770 | |
| 8 | NWL |
Newell Brands Inc.
|
20,173 | $123,859 |
All Filings in CL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,142 | 8,564 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $813,769 | 9,548 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $564,751 | 7,147 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $607,221 | 7,596 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $552,397 | 6,077 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $519,190 | 5,541 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $442,362 | 4,866 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $382,953 | 3,689 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $340,024 | 3,504 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $175,593 | 1,950 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $141,322 | 1,773 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $558,710 | 7,857 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $612,389 | 7,949 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $78,080 | 1,039 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $106,208 | 1,348 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $101,861 | 1,450 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $112,594 | 1,405 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,605 | 219 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $20,139 | 236 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||