Position in CL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,688,287
+$134,800 QoQ
Shares Held
18,415
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#711
of 2,002 holders
Holding Since
Dec 2024
4 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, 2026Cornerstone Planning, LLC holds $5,365,578 across 2 Household & Personal Products names. CL ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
25,077 | $3,677,291 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
18,415 | $1,688,287 |
All Filings in CL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,287 | 18,415 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,553,487 | 18,227 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,434,845 | 18,158 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $505,823 | 5,564 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||