Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,054,672
+$9,913,833 QoQ
Shares Held
233,777
+288.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#113
of 1,172 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Capital Wealth Planning, LLC holds $15,044,492 across 2 Household & Personal Products names. UL ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
233,777 | $14,054,672 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
6,750 | $989,820 |
All Filings in UL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,054,672 | 233,777 | Shares | Other | 2026-08-14 | |
| 2025-06-30 | $4,140,839 | 67,694 | Shares | Other | 2025-08-07 | |
| 2023-09-30 | $647,930 | 13,116 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $472,089 | 9,056 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $484,974 | 9,339 | Shares | Other | 2023-05-04 | |
| 2020-03-31 | $254,013 | 5,023 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||