Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$231,462
+$16,116 QoQ
Shares Held
3,850
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#864
of 1,172 holders
Holding Since
Jun 2025
5 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, 2026Carrera Capital Advisors holds $588,530 across 2 Household & Personal Products names. UL ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,435 | $357,068 | |
| 2 | UL |
Unilever PLC
This page
|
3,850 | $231,462 |
All Filings in UL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,462 | 3,850 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $215,346 | 3,780 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $247,212 | 3,780 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $209,969 | 3,542 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $216,419 | 3,538 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||