Position in CL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$432,729
+$30,444 QoQ
Shares Held
4,720
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,233
of 2,002 holders
Holding Since
Mar 2026
2 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, 2026Sun Group Wealth Partners holds $794,196 across 2 Household & Personal Products names. CL ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
This page
|
4,720 | $432,729 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
2,465 | $361,467 |
All Filings in CL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,729 | 4,720 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $402,285 | 4,720 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||