Position in UL
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$149,489
-$30,099 QoQ
Shares Held
2,624
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 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, 2026CX Institutional holds $11,776,962 across 7 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
59,588 | $8,737,984 | |
| 2 | CL |
Colgate Palmolive Co
|
12,641 | $1,158,926 | |
| 3 | KMB |
Kimberly Clark Corp
|
6,637 | $728,543 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
3,697 | $358,165 | |
| 5 | KVUE |
Kenvue Inc.
|
17,165 | $328,023 | |
| 6 | EL |
Estee Lauder Companies Inc
|
3,539 | $279,404 | |
| 7 | CLX |
Clorox Co /De/
|
1,948 | $185,917 |
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,489 | 2,624 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $179,588 | 2,746 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $179,499 | 3,028 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $139,222 | 2,276 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $135,535 | 2,276 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $172,183 | 3,757 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $169,491 | 3,126 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $182,871 | 3,126 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $174,524 | 3,126 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $128,929 | 2,136 | Shares | Sole | 2021-01-12 | |
| No filing history on record for this holder in this stock. | ||||||