Position in HELE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,843
+$7,985 QoQ
Shares Held
545
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 199 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $3,092,628 across 10 Household & Personal Products names. HELE ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
16,615 | $2,436,423 | |
| 2 | CL |
Colgate Palmolive Co
|
4,243 | $388,998 | |
| 3 | KMB |
Kimberly Clark Corp
|
978 | $107,355 | |
| 4 | CLX |
Clorox Co /De/
|
819 | $78,165 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
403 | $39,042 | |
| 6 | UL |
Unilever PLC
|
371 | $22,304 | |
| 7 | HELE |
Helen Of Troy Ltd
This page
|
545 | $15,843 | |
| 8 | EL |
Estee Lauder Companies Inc
|
51 | $4,026 |
All Filings in HELE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,843 | 545 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,858 | 545 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||