Position in SPB
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,229,670
+$465,441 QoQ
Shares Held
26,002
+8.6% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 302 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 20%
Shared 7%
None 74%
Common Shares in SPB Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Corient Private Wealth LLC holds $474,441,926 across 15 Household & Personal Products names. SPB ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,209,755 | $324,038,472 | |
| 2 | CL |
Colgate Palmolive Co
|
639,604 | $58,638,894 | |
| 3 | UL |
Unilever PLC
|
533,030 | $32,045,762 | |
| 4 | KMB |
Kimberly Clark Corp
|
236,458 | $25,955,993 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
85,790 | $8,311,334 | |
| 6 | KVUE |
Kenvue Inc.
|
405,061 | $7,740,714 | |
| 7 | CLX |
Clorox Co /De/
|
71,391 | $6,813,557 | |
| 8 | EPC |
EDGEWELL PERSONAL CARE Co
|
148,273 | $3,982,612 |
All Filings in SPB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,229,670 | 26,002 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $1,764,229 | 23,938 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,280,263 | 21,670 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $207,072 | 3,942 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $224,614 | 4,238 | Shares | Sole | 2025-09-26 | |
| No filing history on record for this holder in this stock. | ||||||