Position in CL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$32,913
+$2,486 QoQ
Shares Held
359
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,843
of 2,002 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $44,644 across 2 Household & Personal Products names. CL ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
359 | $32,913 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
80 | $11,731 |
All Filings in CL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,913 | 359 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $30,427 | 357 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $27,973 | 354 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,452 | 456 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||