Position in HELE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,023,570
+$1,960,744 QoQ
Shares Held
104,010
+41.1% QoQ
Ownership
0.447%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $389,337,187 across 19 Household & Personal Products names. HELE ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,682,966 | $246,790,133 | |
| 2 | CL |
Colgate Palmolive Co
|
444,673 | $40,767,619 | |
| 3 | UL |
Unilever PLC
|
452,555 | $27,207,606 | |
| 4 | KMB |
Kimberly Clark Corp
|
164,876 | $18,098,437 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
126,939 | $12,297,849 | |
| 6 | KVUE |
Kenvue Inc.
|
615,479 | $11,761,802 | |
| 7 | EL |
Estee Lauder Companies Inc
|
113,717 | $8,977,956 | |
| 8 | IPAR |
Interparfums Inc
|
52,658 | $5,890,322 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,023,570 | 104,010 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,062,826 | 73,705 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $575,620 | 27,088 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $724,927 | 28,767 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $562,519 | 19,821 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $220,271 | 4,118 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $317,218 | 5,302 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $249,502 | 4,034 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,245,652 | 56,563 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,543,442 | 56,781 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,850,168 | 56,702 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,110,213 | 78,159 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $8,847,810 | 81,909 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,792,900 | 81,884 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,863,483 | 79,916 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,687,811 | 79,716 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,873,753 | 79,267 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,523,649 | 79,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,336,110 | 79,094 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $17,767,020 | 79,077 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $17,778,304 | 77,934 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $16,678,162 | 79,171 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $17,579,450 | 79,119 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $15,309,947 | 79,113 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $14,840,426 | 78,704 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $11,351,004 | 78,810 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||