Position in CL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,589,226
+$677,092 QoQ
Shares Held
28,242
+25.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#603
of 2,002 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $15,336,408 across 7 Household & Personal Products names. CL ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
69,303 | $10,162,591 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
28,242 | $2,589,226 | |
| 3 | UL |
Unilever PLC
|
22,337 | $1,342,899 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
4,231 | $409,899 | |
| 5 | KMB |
Kimberly Clark Corp
|
3,166 | $347,531 | |
| 6 | EL |
Estee Lauder Companies Inc
|
3,288 | $259,587 | |
| 7 | KVUE |
Kenvue Inc.
|
11,757 | $224,675 |
All Filings in CL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,589,226 | 28,242 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,912,134 | 22,435 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,653,729 | 20,928 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $601,068 | 7,519 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $712,837 | 7,842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $642,500 | 6,857 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $589,914 | 6,489 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $632,721 | 6,095 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $524,307 | 5,403 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $406,575 | 4,515 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $267,267 | 3,353 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||