Position in WALD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,828
-$1,456 QoQ
Shares Held
1,925
+10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WALD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $156,039,781 across 25 Household & Personal Products names. WALD ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
750,348 | $108,380,265 | |
| 2 | KMB |
Kimberly Clark Corp
|
192,839 | $18,603,178 | |
| 3 | ELF |
e.l.f. Beauty, Inc.
|
124,543 | $7,548,551 | |
| 4 | UL |
Unilever PLC
|
101,422 | $5,778,011 | |
| 5 | CL |
Colgate Palmolive Co
|
47,549 | $4,052,601 | |
| 6 | CLX |
Clorox Co /De/
|
36,500 | $3,782,495 | |
| 7 | KVUE |
Kenvue Inc.
|
116,060 | $2,000,874 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
21,249 | $1,982,956 |
All Filings in WALD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,828 | 1,925 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,284 | 1,747 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,940 | 1,990 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,541 | 629 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,400 | 800 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,202 | 548 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,321 | 363 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $326 | 91 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $19 | 3 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||