Position in NWL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$138,334
+$55,366 QoQ
Shares Held
22,530
-6.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#243
of 423 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Keystone Financial Group holds $9,217,853 across 6 Household & Personal Products names. NWL ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
36,740 | $5,387,553 | |
| 2 | UL |
Unilever PLC
|
21,400 | $1,286,568 | |
| 3 | KMB |
Kimberly Clark Corp
|
10,253 | $1,125,471 | |
| 4 | CLX |
Clorox Co /De/
|
11,107 | $1,060,052 | |
| 5 | EL |
Estee Lauder Companies Inc
|
2,785 | $219,875 | |
| 6 | NWL |
Newell Brands Inc.
This page
|
22,530 | $138,334 |
All Filings in NWL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,334 | 22,530 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $82,968 | 24,189 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $89,566 | 24,077 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $134,503 | 24,908 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $152,978 | 24,674 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $238,940 | 23,990 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $201,768 | 26,272 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $151,211 | 23,590 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $185,966 | 23,159 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $200,412 | 23,089 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $227,420 | 25,185 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $220,301 | 25,322 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $309,015 | 23,625 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $326,484 | 23,505 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $414,538 | 21,772 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $464,746 | 21,707 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $442,762 | 20,273 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $401,066 | 18,115 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $500,283 | 18,212 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $503,222 | 18,791 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $414,685 | 19,533 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $354,594 | 20,664 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $334,401 | 21,058 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $276,635 | 20,831 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||