Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$688,083
-$101,818 QoQ
Shares Held
12,078
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $19,569,342 across 6 Household & Personal Products names. UL ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
110,666 | $15,984,597 | |
| 2 | CL |
Colgate Palmolive Co
|
29,494 | $2,513,773 | |
| 3 | UL |
Unilever PLC
This page
|
12,078 | $688,083 | |
| 4 | EL |
Estee Lauder Companies Inc
|
4,212 | $302,295 | |
| 5 | KMB |
Kimberly Clark Corp
|
730 | $70,423 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
109 | $10,171 |
All Filings in UL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $688,083 | 12,078 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $789,901 | 12,078 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,027,915 | 17,340 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,060,687 | 17,340 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $1,032,596 | 17,340 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $983,178 | 17,340 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||