Position in CL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,232,681
+$158,774 QoQ
Shares Held
14,463
+6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $15,646,171 across 4 Household & Personal Products names. CL ranks #4 (7.9% of the industry book) .
All Filings in CL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,232,681 | 14,463 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $1,073,907 | 13,630 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $949,428 | 13,515 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,560,405 | 19,471 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $1,643,463 | 21,673 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,794,273 | 21,025 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $1,606,830 | 21,260 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $1,757,241 | 21,601 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,410,189 | 17,889 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $956,429 | 11,185 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,122,455 | 14,549 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,075,603 | 14,682 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||