Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$295,851
-$323,923 QoQ
Shares Held
3,227
-58.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,433
of 2,002 holders
Holding Since
Dec 2020
12 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, 2026Sound Financial Strategies Group, LLC holds $823,021 across 2 Household & Personal Products names. CL ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,595 | $527,170 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
3,227 | $295,851 |
All Filings in CL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,851 | 3,227 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $619,774 | 7,753 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $754,833 | 8,304 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $761,218 | 8,124 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $814,280 | 8,957 | Shares | Sole | 2025-02-06 | |
| 2024-03-31 | $644,217 | 7,154 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $579,172 | 7,266 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $774,743 | 10,895 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $885,651 | 11,496 | Shares | Sole | 2023-08-07 | |
| 2022-06-30 | $1,120,116 | 13,977 | Shares | Sole | 2022-07-25 | |
| 2021-03-31 | $551,021 | 6,990 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,259,562 | 14,730 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||