Position in CL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,658
New position
Shares Held
29
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,961
of 2,002 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Planning Strategies Inc. holds $108,341 across 9 Household & Personal Products names. CL ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
563 | $82,558 | |
| 2 | CLX |
Clorox Co /De/
|
140 | $13,361 | |
| 3 | KVUE |
Kenvue Inc.
|
148 | $2,828 | |
| 4 | KMB |
Kimberly Clark Corp
|
25 | $2,744 | |
| 5 | CL |
Colgate Palmolive Co
This page
|
29 | $2,658 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
22 | $2,131 | |
| 7 | EL |
Estee Lauder Companies Inc
|
16 | $1,263 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
5 | $428 |
All Filings in CL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,658 | 29 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||