Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,253,356
-$571,417 QoQ
Shares Held
13,671
-36.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#806
of 2,007 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Arkadios Wealth Advisors holds $27,737,975 across 7 Household & Personal Products names. CL ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
128,527 | $18,847,198 | |
| 2 | KMB |
Kimberly Clark Corp
|
27,007 | $2,964,557 | |
| 3 | UL |
Unilever PLC
|
27,322 | $1,642,598 | |
| 4 | KVUE |
Kenvue Inc.
|
84,307 | $1,611,105 | |
| 5 | CL |
Colgate Palmolive Co
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|
13,671 | $1,253,356 | |
| 6 | EL |
Estee Lauder Companies Inc
|
10,576 | $834,974 | |
| 7 | CLX |
Clorox Co /De/
|
6,121 | $584,187 |
All Filings in CL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,253,356 | 13,671 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,824,773 | 21,410 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,671,193 | 21,149 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,605,994 | 20,090 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,392,951 | 15,324 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,347,218 | 14,378 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $588,733 | 6,476 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $601,890 | 5,798 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $558,271 | 5,753 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $450,880 | 5,007 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $402,934 | 5,055 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $313,879 | 4,414 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $333,352 | 4,327 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $227,779 | 3,031 | Shares | Sole | 2023-05-02 | |
| 2022-06-30 | $204,837 | 2,556 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $227,431 | 2,665 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $368,452 | 4,875 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $539,431 | 6,631 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $288,911 | 3,665 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $312,025 | 3,649 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $63,494 | 823 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $72,673 | 992 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $45,257 | 682 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||