COLDSTREAM CAPITAL MANAGEMENT INC

Position in UL — Unilever PLC

CIK 1082339 BELLEVUE, WA

Position in UL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$828,332

+$48,641 QoQ

Shares Held

13,778

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#496

of 1,170 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Consumer Defensive · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $20,919,005 across 10 Household & Personal Products names. UL ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	100,516	$14,739,665
2	CL	Colgate Palmolive Co	21,954	$2,012,742
3	KMB	Kimberly Clark Corp	9,987	$1,096,272
4	UL	Unilever PLC This page	13,778	$828,332
5	KVUE	Kenvue Inc.	37,673	$719,931
6	CHD	Church & Dwight Co Inc /De/	6,677	$646,867
7	EL	Estee Lauder Companies Inc	6,089	$480,726
8	CLX	Clorox Co /De/	2,665	$254,347

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$828,332	13,778	+0.7%	Shares	Sole	2026-08-14
2026-03-31	$779,691	13,686	-27.1%	Shares	Sole	2026-05-08
2025-12-31	$1,228,406	18,783	-18.3%	Shares	Sole	2026-02-09
2025-09-30	$1,362,433	22,983	+19.7%	Shares	Sole	2025-11-19
2025-06-30	$1,174,524	19,201	+59.5%	Shares	Sole	2025-08-12
2025-03-31	$717,100	12,042	-30.3%	Shares	Sole	2025-05-13
2024-12-31	$979,890	17,282	+0.9%	Shares	Sole	2025-02-14
2024-09-30	$1,112,960	17,133	+13.9%	Shares	Sole	2024-11-18
2024-06-30	$827,269	15,044	+8.9%	Shares	Sole	2024-08-07
2024-03-31	$693,325	13,814	+23.8%	Shares	Sole	2024-05-14
2023-12-31	$540,745	11,154	+156.1%	Shares	Sole	2024-02-09
2023-03-31	$226,155	4,355	+3.1%	Shares	Sole	2023-05-15
2022-12-31	$212,779	4,226	—	Shares	Sole	2023-01-10
No filing history on record for this holder in this stock.