Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,210,648
-$834,506 QoQ
Shares Held
53,404
-24.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#260
of 1,172 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $14,316,148 across 10 Household & Personal Products names. UL ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
39,585 | $5,804,743 | |
| 2 | UL |
Unilever PLC
This page
|
53,404 | $3,210,648 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
22,570 | $2,186,581 | |
| 4 | CL |
Colgate Palmolive Co
|
11,231 | $1,029,657 | |
| 5 | IPAR |
Interparfums Inc
|
6,171 | $690,288 | |
| 6 | SPB |
Spectrum Brands Holdings, Inc.
|
4,122 | $353,461 | |
| 7 | KMB |
Kimberly Clark Corp
|
3,185 | $349,616 | |
| 8 | KVUE |
Kenvue Inc.
|
16,712 | $319,366 |
All Filings in UL
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,210,648 | 53,404 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $4,045,154 | 71,005 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,375,356 | 82,192 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,867,913 | 31,510 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,460,065 | 23,869 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,052,843 | 17,680 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $976,658 | 17,225 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $896,188 | 13,796 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $555,343 | 10,099 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $637,061 | 12,693 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $566,101 | 11,677 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $614,880 | 12,447 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $563,837 | 10,816 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $543,186 | 10,460 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $517,900 | 10,286 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $500,039 | 11,406 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $498,218 | 10,871 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $414,666 | 7,709 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $295,444 | 5,449 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $387,796 | 6,629 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $270,887 | 4,852 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $275,120 | 4,558 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||