Position in EPC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,789,034
-$1,647,039 QoQ
Shares Held
103,836
-50.0% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 221 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EPC Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $389,337,187 across 19 Household & Personal Products names. EPC ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,682,966 | $246,790,133 | |
| 2 | CL |
Colgate Palmolive Co
|
444,673 | $40,767,619 | |
| 3 | UL |
Unilever PLC
|
452,555 | $27,207,606 | |
| 4 | KMB |
Kimberly Clark Corp
|
164,876 | $18,098,437 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
126,939 | $12,297,849 | |
| 6 | KVUE |
Kenvue Inc.
|
615,479 | $11,761,802 | |
| 7 | EL |
Estee Lauder Companies Inc
|
113,717 | $8,977,956 | |
| 8 | IPAR |
Interparfums Inc
|
52,658 | $5,890,322 |
All Filings in EPC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,789,034 | 103,836 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,436,073 | 207,876 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,543,689 | 90,539 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $740,003 | 36,346 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $277,595 | 11,858 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $395,181 | 12,662 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $330,052 | 9,823 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $231,994 | 6,384 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $274,776 | 6,837 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $259,699 | 6,721 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $203,112 | 5,545 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $805 | 19 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||