Position in CL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$208,846
+$186,301 QoQ
Shares Held
2,278
+659.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,662
of 2,002 holders
Holding Since
Mar 2023
2 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, 2026WealthPlan Investment Management, LLC holds $4,327,083 across 2 Household & Personal Products names. CL ranks #2 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
28,084 | $4,118,237 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
2,278 | $208,846 |
All Filings in CL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,846 | 2,278 | Shares | Other | 2026-07-28 | |
| 2023-03-31 | $22,545 | 300 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||