Position in CLX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$253,996
+$39,935 QoQ
Shares Held
2,451
+15.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Compound Planning, Inc. holds $15,336,408 across 7 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
69,303 | $10,162,591 | |
| 2 | CL |
Colgate Palmolive Co
|
28,242 | $2,589,226 | |
| 3 | UL |
Unilever PLC
|
22,337 | $1,342,899 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
4,231 | $409,899 | |
| 5 | KMB |
Kimberly Clark Corp
|
3,166 | $347,531 | |
| 6 | EL |
Estee Lauder Companies Inc
|
3,288 | $259,587 | |
| 7 | KVUE |
Kenvue Inc.
|
11,757 | $224,675 |
All Filings in CLX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,996 | 2,451 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $214,061 | 2,123 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $245,860 | 1,994 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||