Position in CL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$164,382
+$11,565 QoQ
Shares Held
1,793
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,704
of 2,005 holders
Holding Since
Dec 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, 2026SOA Wealth Advisors, LLC. holds $1,234,599 across 7 Household & Personal Products names. CL ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,625 | $678,210 | |
| 2 | EL |
Estee Lauder Companies Inc
|
4,734 | $373,749 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
1,793 | $164,382 | |
| 4 | UL |
Unilever PLC
|
201 | $12,084 | |
| 5 | KMB |
Kimberly Clark Corp
|
24 | $2,634 | |
| 6 | KVUE |
Kenvue Inc.
|
96 | $1,834 | |
| 7 | NWL |
Newell Brands Inc.
|
278 | $1,706 |
All Filings in CL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,382 | 1,793 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $152,817 | 1,793 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $141,682 | 1,793 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $172,350 | 2,156 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $195,980 | 2,156 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $206,889 | 2,208 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $199,729 | 2,197 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $217,170 | 2,092 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $203,492 | 2,097 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $217,290 | 2,413 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $192,818 | 2,419 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $176,210 | 2,478 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $128,656 | 1,670 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $124,974 | 1,663 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $194,059 | 2,463 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $174,009 | 2,477 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $199,147 | 2,485 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $229,689 | 3,029 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $190,222 | 2,229 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $228,931 | 3,029 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $245,758 | 3,021 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $157,896 | 2,003 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $173,756 | 2,032 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||