Position in UL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,286,568
+$122,444 QoQ
Shares Held
21,400
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#404
of 1,172 holders
Holding Since
Mar 2020
25 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, 2026Keystone Financial Group holds $9,217,853 across 6 Household & Personal Products names. UL ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
36,740 | $5,387,553 | |
| 2 | UL |
Unilever PLC
This page
|
21,400 | $1,286,568 | |
| 3 | KMB |
Kimberly Clark Corp
|
10,253 | $1,125,471 | |
| 4 | CLX |
Clorox Co /De/
|
11,107 | $1,060,052 | |
| 5 | EL |
Estee Lauder Companies Inc
|
2,785 | $219,875 | |
| 6 | NWL |
Newell Brands Inc.
|
22,530 | $138,334 |
All Filings in UL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,568 | 21,400 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,164,124 | 20,434 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,286,745 | 19,675 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,273,216 | 21,478 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,311,851 | 21,446 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,312,481 | 22,040 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,239,236 | 21,856 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,428,796 | 21,995 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $1,211,100 | 22,024 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,103,277 | 21,982 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,043,726 | 21,529 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,042,981 | 21,113 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,052,140 | 20,183 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $986,659 | 19,596 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $849,619 | 19,380 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $852,392 | 18,599 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $771,227 | 16,924 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $645,748 | 12,005 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $417,656 | 7,703 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $257,926 | 4,409 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $254,249 | 4,554 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $295,100 | 4,889 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $244,931 | 3,971 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $232,416 | 4,235 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $207,185 | 4,097 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||