Position in CL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$47,673
+$18,610 QoQ
Shares Held
520
+52.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,810
of 2,002 holders
Holding Since
Jun 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $733,168 across 16 Household & Personal Products names. CL ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,890 | $423,789 | |
| 2 | KMB |
Kimberly Clark Corp
|
1,258 | $138,090 | |
| 3 | UL |
Unilever PLC
|
896 | $53,867 | |
| 4 | CL |
Colgate Palmolive Co
This page
|
520 | $47,673 | |
| 5 | KVUE |
Kenvue Inc.
|
1,808 | $34,550 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
179 | $17,341 | |
| 7 | EL |
Estee Lauder Companies Inc
|
74 | $5,842 | |
| 8 | CLX |
Clorox Co /De/
|
43 | $4,103 |
All Filings in CL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,673 | 520 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $29,063 | 341 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $24,417 | 309 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $48,843 | 611 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $636 | 7 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||