Position in NWL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,534,088
+$1,193,044 QoQ
Shares Held
412,718
+5.6% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NWL 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. NWL ranks #12 (0.7% 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 NWL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,534,088 | 412,718 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,341,044 | 390,975 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,247,784 | 335,426 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $216,804 | 41,375 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $195,280 | 36,163 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $360,145 | 58,088 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $425,919 | 42,763 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $260,835 | 33,963 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $164,082 | 25,598 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $223,715 | 27,860 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $342,937 | 39,509 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $343,735 | 38,066 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $272,414 | 31,312 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $724,280 | 58,222 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $766,278 | 58,584 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $930,088 | 66,961 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,074,865 | 56,453 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,176,008 | 54,928 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,177,634 | 53,921 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,220,932 | 55,146 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,494,340 | 54,399 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,486,557 | 55,510 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,226,096 | 57,753 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,006,554 | 58,657 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $286,237 | 18,025 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $248,176 | 18,688 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||