Position in CL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$285,216
+$34,981 QoQ
Shares Held
3,111
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,453
of 2,002 holders
Holding Since
Jun 2022
15 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, 2026Stone Summit Wealth LLC holds $759,156 across 2 Household & Personal Products names. CL ranks #2 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,232 | $473,940 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
3,111 | $285,216 |
All Filings in CL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,216 | 3,111 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $250,235 | 2,936 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $235,953 | 2,986 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $209,043 | 2,615 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $239,521 | 2,635 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $246,899 | 2,635 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $249,093 | 2,740 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $284,439 | 2,740 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $265,889 | 2,740 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $246,737 | 2,740 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $218,405 | 2,740 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $208,008 | 2,700 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $202,905 | 2,700 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $216,987 | 2,754 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $220,705 | 2,754 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||