Position in CL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$88,980
+$14,465 QoQ
Shares Held
1,044
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Root Financial Partners, LLC holds $1,787,529 across 19 Household & Personal Products names. CL ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
6,381 | $921,671 | |
| 2 | HNST |
Honest Company, Inc.
|
54,798 | $161,106 | |
| 3 | EL |
Estee Lauder Companies Inc
|
2,015 | $144,616 | |
| 4 | ELF |
e.l.f. Beauty, Inc.
|
1,965 | $119,098 | |
| 5 | UL |
Unilever PLC
|
1,845 | $105,109 | |
| 6 | CL |
Colgate Palmolive Co
This page
|
1,044 | $88,980 | |
| 7 | KMB |
Kimberly Clark Corp
|
847 | $81,710 | |
| 8 | KVUE |
Kenvue Inc.
|
2,869 | $49,461 |
All Filings in CL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,980 | 1,044 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $74,515 | 943 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $74,504 | 932 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||