Position in UL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,236
+$432 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $2,269,567 across 10 Household & Personal Products names. UL ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
14,324 | $2,100,471 | |
| 2 | KMB |
Kimberly Clark Corp
|
691 | $75,850 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
606 | $58,709 | |
| 4 | ELF |
e.l.f. Beauty, Inc.
|
158 | $11,692 | |
| 5 | CL |
Colgate Palmolive Co
|
103 | $9,443 | |
| 6 | UL |
Unilever PLC
This page
|
137 | $8,236 | |
| 7 | CLX |
Clorox Co /De/
|
35 | $3,340 | |
| 8 | NWL |
Newell Brands Inc.
|
173 | $1,062 |
All Filings in UL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,236 | 137 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,804 | 137 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,959 | 137 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,105 | 204 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $20,757 | 339 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $20,207 | 339 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $19,240 | 339 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,857 | 290 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $15,963 | 290 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,569 | 290 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,073 | 290 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $19,631 | 397 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $20,716 | 397 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $13,619 | 262 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,764 | 412 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $18,080 | 412 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $18,900 | 412 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $18,793 | 412 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $22,183 | 412 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $23,717 | 437 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $15,342 | 262 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,642 | 262 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $15,830 | 262 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $6,783 | 134 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||