Position in HELE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$420,932
-$8,270 QoQ
Shares Held
14,480
+80.5% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 199 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,791,289,573 across 13 Household & Personal Products names. HELE ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,616,122 | $676,908,127 | |
| 2 | CL |
Colgate Palmolive Co
|
4,700,765 | $430,966,133 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
4,116,081 | $398,765,924 | |
| 4 | KMB |
Kimberly Clark Corp
|
1,161,686 | $127,518,269 | |
| 5 | CLX |
Clorox Co /De/
|
858,890 | $81,972,459 | |
| 6 | UL |
Unilever PLC
|
812,563 | $48,851,285 | |
| 7 | KVUE |
Kenvue Inc.
|
575,722 | $11,002,045 | |
| 8 | EL |
Estee Lauder Companies Inc
|
104,854 | $8,278,222 |
All Filings in HELE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,932 | 14,480 | Shares | Defined | 2026-08-12 | |
| 2025-03-31 | $429,202 | 8,024 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $544,990 | 9,109 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 | $247,522 | 2,669 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $299,393 | 2,598 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $313,139 | 2,592 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $302,705 | 2,597 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $285,820 | 2,646 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $245,537 | 2,580 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $283,264 | 2,554 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $225,669 | 2,340 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $653,699 | 4,025 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,144,683 | 5,845 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,431,370 | 5,855 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,223,382 | 5,445 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,312,373 | 5,753 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,228,357 | 5,831 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,541,554 | 6,938 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,540,225 | 7,959 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,520,358 | 8,063 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,261,702 | 8,760 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||