Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$87,521,529
+$10,923,153 QoQ
Shares Held
1,536,274
+31.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $371,038,180 across 13 Household & Personal Products names. UL ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,714,266 | $247,608,581 | |
| 2 | UL |
Unilever PLC
This page
|
1,536,274 | $87,521,529 | |
| 3 | CL |
Colgate Palmolive Co
|
151,188 | $12,885,753 | |
| 4 | KMB |
Kimberly Clark Corp
|
92,148 | $8,889,517 | |
| 5 | CLX |
Clorox Co /De/
|
48,346 | $5,010,095 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
42,275 | $3,945,103 | |
| 7 | KVUE |
Kenvue Inc.
|
148,779 | $2,564,949 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
15,495 | $939,151 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,521,529 | 1,536,274 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $76,598,376 | 1,171,229 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||