Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,663,676
+$96,779 QoQ
Shares Held
44,306
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#287
of 1,170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $15,075,580 across 6 Household & Personal Products names. UL ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
56,075 | $8,222,838 | |
| 2 | UL |
Unilever PLC
This page
|
44,306 | $2,663,676 | |
| 3 | KMB |
Kimberly Clark Corp
|
17,535 | $1,924,816 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
10,868 | $1,052,891 | |
| 5 | CLX |
Clorox Co /De/
|
8,605 | $821,261 | |
| 6 | CL |
Colgate Palmolive Co
|
4,255 | $390,098 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,663,676 | 44,306 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,566,897 | 45,057 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,950,259 | 45,111 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,043,437 | 51,340 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,008,828 | 49,188 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,972,795 | 49,921 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,873,331 | 50,676 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,297,501 | 50,762 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,922,004 | 53,137 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,722,005 | 54,234 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,701,984 | 55,734 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,775,488 | 56,184 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,917,144 | 55,959 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,101,465 | 59,724 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,946,434 | 58,519 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $2,718,914 | 62,019 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,867,539 | 62,569 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,643,107 | 58,001 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,666,423 | 49,571 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,701,838 | 49,831 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,932,956 | 50,136 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,717,859 | 48,681 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,808,612 | 46,531 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,284,875 | 37,044 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,032,974 | 37,044 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,826,790 | 36,124 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||