Position in CL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,615,309
+$331,490 QoQ
Shares Held
17,619
+17.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#725
of 2,002 holders
Holding Since
Jun 2023
13 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, 2026Summit Financial, LLC holds $16,337,358 across 6 Household & Personal Products names. CL ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
80,738 | $11,839,420 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
17,619 | $1,615,309 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
12,833 | $1,243,261 | |
| 4 | KMB |
Kimberly Clark Corp
|
6,108 | $670,475 | |
| 5 | CLX |
Clorox Co /De/
|
6,315 | $602,703 | |
| 6 | UL |
Unilever PLC
|
6,091 | $366,190 |
All Filings in CL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,309 | 17,619 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,283,819 | 15,063 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,093,162 | 13,834 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,215,167 | 15,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,394,496 | 15,341 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,349,186 | 14,399 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,284,921 | 14,134 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,383,475 | 13,327 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $972,826 | 10,025 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $632,601 | 7,025 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $581,962 | 7,301 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $513,627 | 7,223 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $559,233 | 7,259 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||