Position in CL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$44,923
+$3,502 QoQ
Shares Held
490
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,825
of 2,013 holders
Holding Since
Jun 2024
9 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 Group LLC holds $553,408 across 9 Household & Personal Products names. CL ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,677 | $392,555 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
490 | $44,923 | |
| 3 | KMB |
Kimberly Clark Corp
|
280 | $30,735 | |
| 4 | KVUE |
Kenvue Inc.
|
1,489 | $28,454 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
235 | $22,766 | |
| 6 | UL |
Unilever PLC
|
345 | $20,741 | |
| 7 | EL |
Estee Lauder Companies Inc
|
92 | $7,263 | |
| 8 | CLX |
Clorox Co /De/
|
45 | $4,294 |
All Filings in CL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,923 | 490 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $41,421 | 486 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,921 | 366 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $29,098 | 364 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $32,996 | 363 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,297 | 302 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,363 | 15 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,349 | 13 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $970 | 10 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||