Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$325,489
+$19,561 QoQ
Shares Held
5,414
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#738
of 1,170 holders
Holding Since
Jun 2023
9 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $16,382,387 across 6 Household & Personal Products names. UL ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
87,475 | $12,827,334 | |
| 2 | CL |
Colgate Palmolive Co
|
14,305 | $1,311,482 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
8,628 | $835,880 | |
| 4 | KMB |
Kimberly Clark Corp
|
6,000 | $658,620 | |
| 5 | EPC |
EDGEWELL PERSONAL CARE Co
|
15,770 | $423,582 | |
| 6 | UL |
Unilever PLC
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|
5,414 | $325,489 |
All Filings in UL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,489 | 5,414 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,928 | 5,370 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $393,054 | 6,010 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $370,263 | 6,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $329,277 | 5,383 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $300,012 | 5,038 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $255,490 | 4,506 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $267,830 | 4,123 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $233,803 | 4,485 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||