Position in CL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,721,839
+$954,322 QoQ
Shares Held
84,226
+6.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#375
of 2,002 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $55,166,690 across 10 Household & Personal Products names. CL ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
268,418 | $39,360,815 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
84,226 | $7,721,839 | |
| 3 | UL |
Unilever PLC
|
40,771 | $2,451,152 | |
| 4 | KMB |
Kimberly Clark Corp
|
18,354 | $2,014,718 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
13,277 | $1,286,275 | |
| 6 | KVUE |
Kenvue Inc.
|
62,277 | $1,190,113 | |
| 7 | EL |
Estee Lauder Companies Inc
|
5,656 | $446,541 | |
| 8 | CLX |
Clorox Co /De/
|
4,206 | $401,420 |
All Filings in CL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,721,839 | 84,226 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,767,517 | 79,403 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,552,891 | 82,927 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,572,586 | 82,219 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,375,807 | 81,142 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,099,836 | 75,772 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,524,701 | 71,771 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,367,707 | 70,973 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,037,923 | 72,526 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,354,558 | 70,567 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,373,888 | 67,418 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,253,515 | 59,816 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,475,330 | 58,091 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,304,892 | 57,284 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,462,508 | 56,638 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,888,688 | 55,355 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,035,770 | 50,359 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,080,290 | 40,621 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,949,350 | 34,560 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||