Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$18,216
+$1,353 QoQ
Shares Held
303
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,044
of 1,170 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $1,445,510 across 14 Household & Personal Products names. UL ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
7,365 | $1,080,003 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,302 | $252,690 | |
| 3 | CL |
Colgate Palmolive Co
|
771 | $70,685 | |
| 4 | UL |
Unilever PLC
This page
|
303 | $18,216 | |
| 5 | MAGN |
Magnera Corp
|
685 | $8,048 | |
| 6 | KVUE |
Kenvue Inc.
|
273 | $5,217 | |
| 7 | EL |
Estee Lauder Companies Inc
|
40 | $3,158 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
23 | $2,228 |
All Filings in UL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,216 | 303 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $16,863 | 296 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,755 | 88 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,580 | 111 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||