Position in UL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,207,606
+$4,128,604 QoQ
Shares Held
452,555
+11.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#79
of 1,176 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Derivatives in UL
reported options exposure · as of Mar 31, 2021CallValue
$5,000
CallShares
2,220
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $389,337,187 across 19 Household & Personal Products names. UL ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,682,966 | $246,790,133 | |
| 2 | CL |
Colgate Palmolive Co
|
444,673 | $40,767,619 | |
| 3 | UL |
Unilever PLC
This page
|
452,555 | $27,207,606 | |
| 4 | KMB |
Kimberly Clark Corp
|
164,876 | $18,098,437 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
126,939 | $12,297,849 | |
| 6 | KVUE |
Kenvue Inc.
|
615,479 | $11,761,802 | |
| 7 | EL |
Estee Lauder Companies Inc
|
113,717 | $8,977,956 | |
| 8 | IPAR |
Interparfums Inc
|
52,658 | $5,890,322 |
All Filings in UL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,207,606 | 452,555 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $23,079,002 | 405,108 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $27,168,533 | 415,421 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $27,876,971 | 470,259 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,331,115 | 463,154 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $24,589,977 | 412,930 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,729,705 | 312,693 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,203,812 | 295,625 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $14,952,160 | 271,907 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $12,430,664 | 247,672 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $11,412,629 | 235,409 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,992,044 | 262,997 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $11,057,666 | 212,117 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $12,131,308 | 233,609 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,966,846 | 237,673 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,884,084 | 225,458 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,177,796 | 222,077 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,094,216 | 133,733 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,444,558 | 82,628 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,804,146 | 107,048 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,056,274 | 69,338 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,945,337 | 70,667 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $5,000 | 2,500 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $4,248,560 | 70,387 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,286,355 | 37,068 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,822,839 | 33,215 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,788,155 | 35,360 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||