Cape Investment Advisory, Inc.

Position in UL — Unilever PLC

CIK 1944437 MCDONOUGH, GA

Position in UL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$132,744

-$40,631 QoQ

Shares Held

2,208

-16.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#921

of 1,172 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $665,143 across 8 Household & Personal Products names. UL ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	2,596	$380,676
2	UL	Unilever PLC This page	2,208	$132,744
3	KMB	Kimberly Clark Corp	905	$99,341
4	CL	Colgate Palmolive Co	257	$23,561
5	CHD	Church & Dwight Co Inc /De/	108	$10,462
6	CLX	Clorox Co /De/	99	$9,448
7	KVUE	Kenvue Inc.	264	$5,044
8	EL	Estee Lauder Companies Inc	49	$3,867

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$132,744	2,208	-16.7%	Shares	Defined	2026-07-23
2025-12-31	$173,375	2,651	+69.8%	Shares	Defined	2026-02-17
2025-09-30	$92,535	1,561	-48.5%	Shares	Sole	2025-12-29
2025-06-30	$185,589	3,034	+7.8%	Shares	Defined	2025-08-19
2025-03-31	$167,633	2,815	+12.9%	Shares	Defined	2025-05-16
2024-12-31	$141,409	2,494	+15.5%	Shares	Defined	2025-02-05
2024-09-30	$140,248	2,159	+28.4%	Shares	Defined	2024-11-14
2024-06-30	$92,493	1,682	+0.7%	Shares	Defined	2024-08-15
2024-03-31	$83,817	1,670	-3.5%	Shares	Defined	2024-06-21
2023-12-31	$83,870	1,730	-5.0%	Shares	Defined	2024-02-12
2023-09-30	$90,006	1,822	+4.7%	Shares	Defined	2023-11-07
2023-06-30	$90,758	1,741	+39.5%	Shares	Defined	2023-10-12
2023-03-31	$64,808	1,248	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.