Position in UL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,886,782
+$10,937 QoQ
Shares Held
48,017
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#275
of 1,172 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Callan Family Office, LLC holds $16,022,984 across 8 Household & Personal Products names. UL ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
59,534 | $8,730,065 | |
| 2 | UL |
Unilever PLC
This page
|
48,017 | $2,886,782 | |
| 3 | CL |
Colgate Palmolive Co
|
13,908 | $1,275,085 | |
| 4 | KMB |
Kimberly Clark Corp
|
10,234 | $1,123,386 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
9,224 | $893,621 | |
| 6 | KVUE |
Kenvue Inc.
|
43,671 | $834,552 | |
| 7 | EL |
Estee Lauder Companies Inc
|
3,059 | $241,508 | |
| 8 | COTY |
Coty Inc.
|
17,586 | $37,985 |
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,886,782 | 48,017 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,875,845 | 50,480 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,538,009 | 54,098 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,167,456 | 36,563 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,827,765 | 46,228 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $919,332 | 15,438 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,154,072 | 20,354 | Shares | Sole | 2025-02-07 | |
| 2023-06-30 | $216,913 | 4,161 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $274,917 | 5,294 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $272,343 | 5,409 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||