Position in HELE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,768,304
+$1,612,053 QoQ
Shares Held
95,229
+18.8% QoQ
Ownership
0.409%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Bank of New York Mellon Corp holds $4,837,657,456 across 21 Household & Personal Products names. HELE ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
15,558,541 | $2,281,504,440 | |
| 2 | CL |
Colgate Palmolive Co
|
13,532,417 | $1,240,651,979 | |
| 3 | EL |
Estee Lauder Companies Inc
|
5,819,569 | $459,454,957 | |
| 4 | KMB |
Kimberly Clark Corp
|
2,182,850 | $239,611,437 | |
| 5 | KVUE |
Kenvue Inc.
|
10,051,261 | $192,079,588 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
1,295,247 | $125,483,520 | |
| 7 | CLX |
Clorox Co /De/
|
1,290,384 | $123,154,241 | |
| 8 | UL |
Unilever PLC
|
943,718 | $56,736,324 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,768,304 | 95,229 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,156,251 | 80,184 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,721,801 | 81,026 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $4,084,035 | 162,065 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,769,508 | 168,059 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $8,914,155 | 166,651 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $20,892,928 | 349,205 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $10,569,851 | 170,895 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $20,674,152 | 222,926 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $26,804,935 | 232,601 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $29,310,554 | 242,617 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $27,899,096 | 239,354 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $26,148,506 | 242,071 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $22,495,995 | 236,377 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $28,153,276 | 253,839 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $27,669,498 | 286,909 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $45,594,327 | 280,736 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $56,869,970 | 290,390 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $71,321,671 | 291,740 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $66,660,527 | 296,691 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $69,786,465 | 305,920 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $67,890,657 | 322,276 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $76,091,404 | 342,461 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $67,290,768 | 347,720 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $66,938,416 | 354,998 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $44,671,187 | 310,152 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||