Position in CL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,438,457
+$1,691,747 QoQ
Shares Held
59,320
+34.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#436
of 1,973 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $61,082,201 across 24 Household & Personal Products names. CL ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
264,307 | $38,757,978 | |
| 2 | KMB |
Kimberly Clark Corp
|
88,383 | $9,701,801 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
59,320 | $5,438,457 | |
| 4 | CLX |
Clorox Co /De/
|
19,486 | $1,859,743 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
18,418 | $1,784,335 | |
| 6 | EL |
Estee Lauder Companies Inc
|
14,869 | $1,173,907 | |
| 7 | UL |
Unilever PLC
|
15,558 | $935,346 | |
| 8 | NWL |
Newell Brands Inc.
|
88,182 | $541,437 |
All Filings in CL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,438,457 | 59,320 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,746,710 | 43,960 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $1,828,147 | 22,869 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,257,228 | 24,832 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,213,415 | 12,950 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,569,924 | 17,269 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $693,969 | 6,685 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $687,140 | 7,081 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $606,396 | 6,734 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $530,390 | 6,654 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $801,125 | 11,266 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $875,328 | 11,362 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $437,297 | 5,819 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $370,313 | 4,700 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $679,036 | 9,666 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $736,807 | 9,194 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $647,739 | 8,542 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $630,918 | 7,393 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $443,730 | 5,871 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $358,102 | 4,402 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $254,147 | 3,224 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $242,677 | 2,838 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||