Position in UL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$801,038
+$44,819 QoQ
Shares Held
13,324
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#501
of 1,170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Welch & Forbes LLC holds $152,577,073 across 6 Household & Personal Products names. UL ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
754,625 | $110,658,210 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
357,066 | $34,592,554 | |
| 3 | CL |
Colgate Palmolive Co
|
47,587 | $4,362,776 | |
| 4 | KMB |
Kimberly Clark Corp
|
15,462 | $1,697,263 | |
| 5 | UL |
Unilever PLC
This page
|
13,324 | $801,038 | |
| 6 | KVUE |
Kenvue Inc.
|
24,345 | $465,232 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,038 | 13,324 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $756,219 | 13,274 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $877,144 | 13,412 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $897,262 | 15,136 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,101,732 | 18,011 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $834,057 | 14,006 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $817,728 | 14,422 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $944,973 | 14,547 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $784,487 | 14,266 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $795,511 | 15,850 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,105,053 | 22,794 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,150,722 | 23,294 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,214,994 | 23,307 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,209,656 | 23,294 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,185,491 | 23,545 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,032,213 | 23,545 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,067,564 | 23,294 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,038,723 | 22,794 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,226,088 | 22,794 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,235,891 | 22,794 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,216,449 | 20,794 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,132,566 | 20,286 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,224,463 | 20,286 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $784,816 | 12,724 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $698,293 | 12,724 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $643,452 | 12,724 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||