Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,047,746
+$136,063 QoQ
Shares Held
34,061
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#339
of 1,170 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $60,658,212 across 10 Household & Personal Products names. UL ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
280,384 | $41,115,508 | |
| 2 | CL |
Colgate Palmolive Co
|
59,027 | $5,411,593 | |
| 3 | KVUE |
Kenvue Inc.
|
244,596 | $4,674,229 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
33,443 | $3,239,956 | |
| 5 | UL |
Unilever PLC
This page
|
34,061 | $2,047,746 | |
| 6 | KMB |
Kimberly Clark Corp
|
15,313 | $1,680,906 | |
| 7 | CLX |
Clorox Co /De/
|
11,649 | $1,111,780 | |
| 8 | EL |
Estee Lauder Companies Inc
|
7,809 | $616,519 |
All Filings in UL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,047,746 | 34,061 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,911,683 | 33,556 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,425,064 | 21,790 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,141,431 | 36,124 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,041,234 | 17,022 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $987,516 | 16,583 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $813,530 | 14,348 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,032,473 | 15,894 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $481,931 | 8,764 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $418,734 | 8,343 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $359,333 | 7,412 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $389,765 | 7,890 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $399,368 | 7,661 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $238,774 | 4,598 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $223,805 | 4,445 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $290,352 | 6,623 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,248,318 | 27,238 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,623,592 | 167,294 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $7,933,752 | 147,495 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,709,837 | 123,752 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $279,571 | 4,779 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $265,192 | 4,750 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $290,874 | 4,819 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||