Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,926,219
-$769,786 QoQ
Shares Held
191,789
+7.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 61.74149631498296.ToString("F0")%
Shared 0.ToString("F0")%
None 38.25850368501704.ToString("F0")%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $406,204,765 across 12 Household & Personal Products names. UL ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,249,327 | $324,892,791 | |
| 2 | KMB |
Kimberly Clark Corp
|
250,057 | $24,122,998 | |
| 3 | CL |
Colgate Palmolive Co
|
252,733 | $21,540,433 | |
| 4 | UL |
Unilever PLC
This page
|
191,789 | $10,926,219 | |
| 5 | CLX |
Clorox Co /De/
|
93,845 | $9,725,157 | |
| 6 | KVUE |
Kenvue Inc.
|
478,984 | $8,257,684 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
26,900 | $2,510,308 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
19,084 | $1,406,490 |
All Filings in UL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,926,219 | 191,789 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,696,005 | 178,838 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||