Position in UL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,629
-$270 QoQ
Shares Held
77
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,120
of 1,170 holders
Holding Since
Jun 2020
5 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, 2026MV CAPITAL MANAGEMENT, INC. holds $5,177,116 across 11 Household & Personal Products names. UL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
30,542 | $4,478,678 | |
| 2 | CLX |
Clorox Co /De/
|
3,575 | $341,198 | |
| 3 | KMB |
Kimberly Clark Corp
|
2,143 | $235,237 | |
| 4 | CL |
Colgate Palmolive Co
|
533 | $48,865 | |
| 5 | KVUE |
Kenvue Inc.
|
2,013 | $38,468 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
190 | $18,407 | |
| 7 | EL |
Estee Lauder Companies Inc
|
106 | $8,368 | |
| 8 | UL |
Unilever PLC
This page
|
77 | $4,629 |
All Filings in UL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,629 | 77 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,899 | 86 | Shares | Sole | 2026-04-30 | |
| 2024-09-30 | $4,027 | 62 | Shares | Sole | 2024-11-04 | |
| 2023-03-31 | $3,375 | 65 | Shares | Sole | 2023-04-26 | |
| 2020-06-30 | $28,372 | 517 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||