Position in NWL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,341,044
+$93,260 QoQ
Shares Held
390,975
+16.6% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NWL 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. NWL ranks #11 (0.4% 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 NWL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,341,044 | 390,975 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,247,784 | 335,426 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $216,804 | 41,375 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $195,280 | 36,163 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $360,145 | 58,088 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $425,919 | 42,763 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $260,835 | 33,963 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $164,082 | 25,598 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $223,715 | 27,860 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $342,937 | 39,509 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $343,735 | 38,066 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $272,414 | 31,312 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $724,280 | 58,222 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $766,278 | 58,584 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $930,088 | 66,961 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,074,865 | 56,453 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,176,008 | 54,928 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,177,634 | 53,921 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,220,932 | 55,146 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,494,340 | 54,399 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,486,557 | 55,510 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,226,096 | 57,753 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,006,554 | 58,657 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $286,237 | 18,025 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $248,176 | 18,688 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||