Position in CL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,406,781
+$437,706 QoQ
Shares Held
48,067
+3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#485
of 2,002 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $40,941,759 across 9 Household & Personal Products names. CL ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
186,683 | $27,375,194 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
48,067 | $4,406,781 | |
| 3 | UL |
Unilever PLC
|
64,207 | $3,860,123 | |
| 4 | KMB |
Kimberly Clark Corp
|
21,474 | $2,357,200 | |
| 5 | CLX |
Clorox Co /De/
|
11,309 | $1,079,330 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
9,356 | $906,408 | |
| 7 | EL |
Estee Lauder Companies Inc
|
4,944 | $390,328 | |
| 8 | KVUE |
Kenvue Inc.
|
15,528 | $296,739 |
All Filings in CL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,406,781 | 48,067 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,969,075 | 46,569 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,738,988 | 47,317 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,144,870 | 26,831 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,259,501 | 24,857 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,099,629 | 22,408 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,025,192 | 11,277 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,306,241 | 12,583 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,136,920 | 11,716 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $824,047 | 9,151 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $847,875 | 10,637 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||