Position in HELE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,515,832
+$2,288,501 QoQ
Shares Held
86,544
+449.0% QoQ
Ownership
0.372%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 199 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $4,875,687,008 across 17 Household & Personal Products names. HELE ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
26,820,010 | $3,932,886,260 | |
| 2 | CL |
Colgate Palmolive Co
|
5,108,786 | $468,373,494 | |
| 3 | EL |
Estee Lauder Companies Inc
|
2,661,408 | $210,118,156 | |
| 4 | KMB |
Kimberly Clark Corp
|
1,575,233 | $172,913,320 | |
| 5 | KVUE |
Kenvue Inc.
|
1,785,947 | $34,129,440 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
248,623 | $24,086,591 | |
| 7 | CLX |
Clorox Co /De/
|
100,127 | $9,556,118 | |
| 8 | UL |
Unilever PLC
|
148,396 | $8,921,563 |
All Filings in HELE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,515,832 | 86,544 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $227,331 | 15,765 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,075,702 | 144,739 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,388,516 | 134,465 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,764,692 | 97,417 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,366,386 | 81,630 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,329,715 | 72,367 | Shares | Defined | 2025-02-12 | |
| 2024-06-30 | $836,977 | 9,025 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $912,584 | 7,919 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,002,601 | 8,299 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $967,912 | 8,304 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $817,169 | 7,565 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||