Position in IPAR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,972,614
+$2,754,625 QoQ
Shares Held
43,732
+204.6% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IPAR Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $356,762,169 across 19 Household & Personal Products names. IPAR ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,693,989 | $244,679,770 | |
| 2 | CL |
Colgate Palmolive Co
|
388,818 | $33,138,957 | |
| 3 | UL |
Unilever PLC
|
405,108 | $23,079,002 | |
| 4 | KMB |
Kimberly Clark Corp
|
124,835 | $12,042,832 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
100,654 | $9,393,030 | |
| 6 | KVUE |
Kenvue Inc.
|
541,664 | $9,338,287 | |
| 7 | CLX |
Clorox Co /De/
|
59,220 | $6,136,968 | |
| 8 | EPC |
EDGEWELL PERSONAL CARE Co
|
207,876 | $4,436,073 |
All Filings in IPAR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,972,614 | 43,732 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,217,989 | 14,358 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $574,440 | 5,839 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $744,133 | 5,667 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $631,067 | 5,542 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $575,355 | 4,375 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $401,905 | 3,104 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $264,316 | 2,278 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||