Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,248,355
+$265,588 QoQ
Shares Held
87,298
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#211
of 1,172 holders
Holding Since
Sep 2024
8 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, 2026World Investment Advisors holds $78,319,585 across 8 Household & Personal Products names. UL ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHD |
Church & Dwight Co Inc /De/
|
558,779 | $54,134,509 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
108,699 | $15,939,621 | |
| 3 | UL |
Unilever PLC
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|
87,298 | $5,248,355 | |
| 4 | CL |
Colgate Palmolive Co
|
11,004 | $1,008,846 | |
| 5 | KMB |
Kimberly Clark Corp
|
8,686 | $953,462 | |
| 6 | NWL |
Newell Brands Inc.
|
68,248 | $419,042 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
4,435 | $328,190 | |
| 8 | CLX |
Clorox Co /De/
|
3,013 | $287,560 |
All Filings in UL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,248,355 | 87,298 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,982,767 | 87,463 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,343,114 | 81,699 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $4,869,262 | 82,140 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,876,102 | 79,714 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,793,177 | 80,490 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,000,584 | 70,557 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,310,038 | 50,955 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||