Position in CL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,733,333
+$1,249,263 QoQ
Shares Held
55,536
+26.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22.169403630077788.ToString("F0")%
Shared 0.ToString("F0")%
None 77.8305963699222.ToString("F0")%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Clearstead Advisors, LLC holds $40,121,862 across 13 Household & Personal Products names. CL ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
214,188 | $30,937,314 | |
| 2 | CL |
Colgate Palmolive Co
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|
55,536 | $4,733,333 | |
| 3 | KVUE |
Kenvue Inc.
|
83,165 | $1,433,764 | |
| 4 | KMB |
Kimberly Clark Corp
|
13,427 | $1,295,302 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
5,694 | $531,364 | |
| 6 | CLX |
Clorox Co /De/
|
4,884 | $506,128 | |
| 7 | ODD |
Oddity Tech Ltd
|
30,452 | $407,447 | |
| 8 | EL |
Estee Lauder Companies Inc
|
1,698 | $121,865 |
All Filings in CL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,733,333 | 55,536 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,484,070 | 44,091 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,422,311 | 42,811 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,890,065 | 42,795 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,952,172 | 42,179 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,977,948 | 43,757 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,508,883 | 43,434 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,010,178 | 41,325 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,235,581 | 24,826 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,082,104 | 26,121 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,009,710 | 28,262 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,177,304 | 28,262 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,038,518 | 27,126 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,135,051 | 27,098 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,682,557 | 23,951 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,121,065 | 26,467 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,000,547 | 26,382 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,304,948 | 27,009 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,035,369 | 26,930 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,476,944 | 30,448 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,389,573 | 30,313 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,563,846 | 29,983 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,262,655 | 29,328 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,997,360 | 27,264 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,730,602 | 26,079 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||