Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,315,882
+$334,551 QoQ
Shares Held
121,688
-0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#164
of 1,172 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Waverly Advisors, LLC holds $97,575,881 across 9 Household & Personal Products names. UL ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
454,663 | $66,671,782 | |
| 2 | CL |
Colgate Palmolive Co
|
180,975 | $16,591,788 | |
| 3 | UL |
Unilever PLC
This page
|
121,688 | $7,315,882 | |
| 4 | KMB |
Kimberly Clark Corp
|
30,992 | $3,401,991 | |
| 5 | CLX |
Clorox Co /De/
|
22,152 | $2,114,186 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
11,239 | $831,686 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,736 | $265,063 | |
| 8 | KVUE |
Kenvue Inc.
|
12,911 | $246,729 |
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,315,882 | 121,688 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,981,331 | 122,544 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,009,472 | 122,469 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,613,928 | 128,440 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,206,012 | 134,151 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,335,033 | 139,967 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,021,884 | 159,116 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,880,487 | 152,101 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,449,649 | 171,843 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $308,466 | 6,146 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||