Position in CL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$641,576
+$47,694 QoQ
Shares Held
6,998
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,061
of 2,002 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $2,785,419 across 12 Household & Personal Products names. CL ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
7,983 | $1,170,626 | |
| 2 | CL |
Colgate Palmolive Co
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|
6,998 | $641,576 | |
| 3 | EL |
Estee Lauder Companies Inc
|
5,967 | $471,094 | |
| 4 | KVUE |
Kenvue Inc.
|
9,712 | $185,596 | |
| 5 | CLX |
Clorox Co /De/
|
1,457 | $139,056 | |
| 6 | UL |
Unilever PLC
|
1,662 | $99,919 | |
| 7 | KMB |
Kimberly Clark Corp
|
364 | $39,956 | |
| 8 | NWL |
Newell Brands Inc.
|
3,050 | $18,727 |
All Filings in CL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,576 | 6,998 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $593,882 | 6,968 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $346,897 | 4,390 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $451,181 | 5,644 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $513,039 | 5,644 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $528,842 | 5,644 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $494,277 | 5,437 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $564,414 | 5,437 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $300,824 | 3,100 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $264,206 | 2,934 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||