Position in HELE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$751,022
+$669,608 QoQ
Shares Held
25,835
+357.6% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 199 holders
Holding Since
Mar 2020
26 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, 2026CITIGROUP INC holds $1,015,636,327 across 26 Household & Personal Products names. HELE ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
3,115,420 | $456,845,187 | |
| 2 | CL |
Colgate Palmolive Co
|
1,408,424 | $129,124,310 | |
| 3 | KVUE |
Kenvue Inc.
|
6,310,070 | $120,585,437 | |
| 4 | KMB |
Kimberly Clark Corp
|
975,298 | $107,058,459 | |
| 5 | EL |
Estee Lauder Companies Inc
|
802,373 | $63,347,348 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
434,279 | $42,072,948 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
463,031 | $34,264,294 | |
| 8 | CLX |
Clorox Co /De/
|
292,204 | $27,887,948 |
All Filings in HELE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,022 | 25,835 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $81,414 | 5,646 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $687,797 | 32,367 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $599,809 | 23,802 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $640,620 | 22,573 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,944,733 | 36,357 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,980,371 | 33,100 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,765,445 | 28,544 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $788,474 | 8,502 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $865,797 | 7,513 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $500,756 | 4,145 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $86,019 | 738 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $927,350 | 8,585 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $222,982 | 2,343 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $326,295 | 2,942 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $507,176 | 5,259 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $433,633 | 2,670 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $422,228 | 2,156 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,849,168 | 7,564 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $938,262 | 4,176 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,730,288 | 7,585 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,620,816 | 7,694 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,562,823 | 29,537 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,952,949 | 25,594 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,738,200 | 19,825 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,215,035 | 22,322 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||