Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,152,813
+$720,935 QoQ
Shares Held
52,442
+22.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#62
of 410 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $62,277,679 across 8 Household & Personal Products names. UL ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
205,778 | $30,175,285 | |
| 2 | CL |
Colgate Palmolive Co
|
111,069 | $10,182,805 | |
| 3 | KMB |
Kimberly Clark Corp
|
91,061 | $9,995,765 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
41,923 | $4,061,500 | |
| 5 | UL |
Unilever PLC
This page
|
52,442 | $3,152,813 | |
| 6 | CLX |
Clorox Co /De/
|
27,027 | $2,579,456 | |
| 7 | IPAR |
Interparfums Inc
|
17,025 | $1,904,416 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2,858 | $225,639 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,152,813 | 52,442 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,431,878 | 42,687 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,555,570 | 39,076 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||