REGATTA CAPITAL GROUP, LLC

Position in UL — Unilever PLC

CIK 1911488 EL SEGUNDO, CA

Position in UL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,349,850

+$187,725 QoQ

Shares Held

39,086

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#310

of 1,172 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

REGATTA CAPITAL GROUP, LLC holds $4,461,905 across 2 Household & Personal Products names. UL ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UL	Unilever PLC This page	39,086	$2,349,850
2	PG	PROCTER & GAMBLE Co	14,403	$2,112,055

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,349,850	39,086	+3.0%	Shares	Sole	2026-08-12
2026-03-31	$2,162,125	37,952	+5.4%	Shares	Sole	2026-04-15
2025-12-31	$2,353,811	35,991	-12.4%	Shares	Sole	2026-01-13
2025-09-30	$2,435,520	41,085	+0.0%	Shares	Sole	2025-10-17
2025-06-30	$2,512,128	41,068	+3.8%	Shares	Sole	2025-07-15
2025-03-31	$2,356,571	39,573	+1.9%	Shares	Sole	2025-04-14
2024-12-31	$2,202,513	38,845	+3.0%	Shares	Sole	2025-01-21
2024-09-30	$2,450,162	37,718	+1.9%	Shares	Sole	2024-10-15
2024-06-30	$2,035,235	37,011	+2.4%	Shares	Sole	2024-08-02
2024-03-31	$1,813,616	36,135	+1.8%	Shares	Sole	2024-04-23
2023-12-31	$1,720,506	35,489	-2.4%	Shares	Sole	2024-01-22
2023-09-30	$1,795,392	36,344	-0.5%	Shares	Sole	2023-10-30
2023-06-30	$1,903,997	36,524	-1.2%	Shares	Sole	2023-07-13
2023-03-31	$1,919,279	36,959	0.0%	Shares	Sole	2023-05-01
2022-12-31	$1,860,887	36,959	-5.1%	Shares	Sole	2023-02-07
2022-09-30	$1,706,604	38,928	+9.2%	Shares	Sole	2022-11-14
2022-06-30	$1,633,749	35,648	+27.1%	Shares	Sole	2022-08-09
2022-03-31	$1,277,829	28,041	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$1,507,195	28,020	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.