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Capital & Planning LLC’s Church & Dwight Co CHD Stock Holding History

Capital & Planning LLC’s Portfolio CHD Stock Details CHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.31M Buy
54,772
+4,515
+9% +$431K 2.74% 13
2026
Q1 		$4.69M Buy
+50,257
New +$4.83M 2.85% 11
2025
Q4 		– Sell
-50,714
Closed -$4.44M – 13
2025
Q3 		$4.44M Buy
50,714
+1,925
+4% +$180K 2.74% 12
2025
Q2 		$4.69M Buy
48,789
+1,766
+4% +$174K 3.18% 10
2025
Q1 		$5.18M Buy
47,023
+1,331
+3% +$142K 3.84% 8
2024
Q4 		$4.78M Buy
+45,692
New +$4.82M 3.5% 9

Other funds holding CHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital & Planning LLC's CHD Position: Q2 2026 in Review

Capital & Planning LLC increased its Church & Dwight Co (CHD) stake by 9% in Q2 2026, buying an estimated $431K and bringing the position to 54,772 shares worth $5.31M. The position accounts for 2.74% of the portfolio, ranked #13.

Capital & Planning LLC first reported a position in CHD in Q4 2024 and has held it in 6 quarters since. 1,072 funds tracked by Wall St. Rank hold CHD as of Q2 2026.

  • Capital & Planning LLC held 54,772 shares of Church & Dwight Co worth $5.31M as of Q2 2026.
  • Capital & Planning LLC bought 4,515 Church & Dwight Co shares in Q2 2026, an estimated $431K.
  • Church & Dwight Co made up 2.74% of Capital & Planning LLC's portfolio in Q2 2026, its #13 holding.
  • Capital & Planning LLC first reported a position in Church & Dwight Co in Q4 2024 and has held it in 6 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Church & Dwight Co as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.