Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$444,767
+$23,303 QoQ
Shares Held
7,398
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#645
of 1,172 holders
Holding Since
Dec 2020
20 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, 2026Williams Jones Wealth Management, LLC. holds $20,960,225 across 6 Household & Personal Products names. UL ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
80,432 | $7,374,005 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
45,548 | $6,679,158 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
48,765 | $4,724,353 | |
| 4 | KMB |
Kimberly Clark Corp
|
13,544 | $1,486,724 | |
| 5 | UL |
Unilever PLC
This page
|
7,398 | $444,767 | |
| 6 | EL |
Estee Lauder Companies Inc
|
3,182 | $251,218 |
All Filings in UL
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,767 | 7,398 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $421,464 | 7,398 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $478,597 | 7,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $495,877 | 8,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $526,856 | 8,613 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $522,193 | 8,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $525,552 | 9,269 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $569,634 | 8,769 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $482,207 | 8,769 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $475,249 | 9,469 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $428,029 | 8,829 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $459,419 | 9,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $462,601 | 8,874 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $512,081 | 9,861 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $504,104 | 10,012 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $425,642 | 9,709 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $482,865 | 10,536 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $551,889 | 9,434 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $836,668 | 14,986 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,000,225 | 16,571 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||