Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,068,300
+$1,781,068 QoQ
Shares Held
44,375
+65.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#507
of 2,002 holders
Holding Since
Mar 2020
26 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $18,467,283 across 7 Household & Personal Products names. CL ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
67,959 | $9,965,507 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
44,375 | $4,068,300 | |
| 3 | UL |
Unilever PLC
|
33,137 | $1,992,196 | |
| 4 | KMB |
Kimberly Clark Corp
|
11,595 | $1,272,783 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
6,356 | $615,769 | |
| 6 | CLX |
Clorox Co /De/
|
5,396 | $514,994 | |
| 7 | HNST |
Honest Company, Inc.
|
10,310 | $37,734 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,068,300 | 44,375 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,287,232 | 26,836 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,819,593 | 23,027 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,809,042 | 22,630 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,132,068 | 12,454 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,336,817 | 14,267 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,238,921 | 13,628 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,493,514 | 14,387 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $792,137 | 8,163 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $684,289 | 7,599 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $538,281 | 6,753 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $482,979 | 6,792 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $526,876 | 6,839 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $553,705 | 7,368 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $565,397 | 7,176 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $504,465 | 7,181 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $563,624 | 7,033 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $510,790 | 6,736 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $529,193 | 6,201 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $497,467 | 6,582 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $519,175 | 6,382 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $503,093 | 6,382 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $629,610 | 7,363 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $568,055 | 7,363 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $356,922 | 4,872 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $323,305 | 4,872 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||