Position in UL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$20,741
+$10,316 QoQ
Shares Held
345
+88.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,041
of 1,176 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $553,408 across 9 Household & Personal Products names. UL ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,677 | $392,555 | |
| 2 | CL |
Colgate Palmolive Co
|
490 | $44,923 | |
| 3 | KMB |
Kimberly Clark Corp
|
280 | $30,735 | |
| 4 | KVUE |
Kenvue Inc.
|
1,489 | $28,454 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
235 | $22,766 | |
| 6 | UL |
Unilever PLC
This page
|
345 | $20,741 | |
| 7 | EL |
Estee Lauder Companies Inc
|
92 | $7,263 | |
| 8 | CLX |
Clorox Co /De/
|
45 | $4,294 |
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,741 | 345 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,425 | 183 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,303 | 234 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $20,748 | 350 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,949 | 179 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,281 | 307 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,767 | 137 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,379 | 129 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,169 | 94 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $552 | 11 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $193 | 4 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $592 | 12 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $417 | 8 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,057 | 21 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||