Keudell/Morrison Wealth Management

Position in UL — Unilever PLC

CIK 1785498 Salem, OR

Position in UL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$533,565

+$50,346 QoQ

Shares Held

8,875

+4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#584

of 1,172 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $1,901,717 across 3 Household & Personal Products names. UL ranks #2 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	6,201	$909,314
2	UL	Unilever PLC This page	8,875	$533,565
3	KMB	Kimberly Clark Corp	4,180	$458,838

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$533,565	8,875	+4.6%	Shares	Sole	2026-07-15
2026-03-31	$483,219	8,482	+26.4%	Shares	Sole	2026-04-20
2025-12-31	$438,834	6,710	+49.1%	Shares	Sole	2026-02-06
2025-06-30	$275,203	4,499	+6.6%	Shares	Sole	2025-07-22
2025-03-31	$251,241	4,219	+11.3%	Shares	Sole	2025-04-23
2024-12-31	$214,836	3,789	+3.3%	Shares	Sole	2025-01-23
2024-09-30	$238,208	3,667	-31.3%	Shares	Sole	2024-10-31
2024-06-30	$293,481	5,337	-24.4%	Shares	Sole	2024-07-16
2024-03-31	$354,140	7,056	-15.5%	Shares	Sole	2024-05-07
2023-12-31	$404,614	8,346	-17.4%	Shares	Sole	2024-02-14
2023-09-30	$499,087	10,103	+1.4%	Shares	Sole	2023-10-18
2023-06-30	$519,163	9,959	-2.8%	Shares	Sole	2023-07-20
2023-03-31	$532,074	10,246	-2.1%	Shares	Sole	2023-04-18
2022-12-31	$527,064	10,468	-0.3%	Shares	Sole	2023-01-20
2022-09-30	$460,320	10,500	+8.6%	Shares	Sole	2022-10-12
2022-06-30	$443,130	9,669	+90.1%	Shares	Sole	2022-07-18
2022-03-31	$231,769	5,086	-60.4%	Shares	Sole	2022-04-18
2021-12-31	$691,308	12,852	+0.7%	Shares	Sole	2022-02-08
2021-06-30	$746,928	12,768	+9.9%	Shares	Sole	2021-07-13
2021-03-31	$648,744	11,620	+5.7%	Shares	Sole	2021-04-13
2020-12-31	$663,779	10,997	+17.8%	Shares	Sole	2021-02-12
2020-09-30	$575,598	9,332	+1.0%	Shares	Sole	2020-10-20
2020-06-30	$507,310	9,244	+22.1%	Shares	Sole	2020-07-14
2020-03-31	$382,814	7,570	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.