Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$270,359
-$45,995 QoQ
Shares Held
4,497
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#794
of 1,170 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $12,385,653 across 7 Household & Personal Products names. UL ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
58,205 | $8,535,181 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
15,271 | $1,479,454 | |
| 3 | CL |
Colgate Palmolive Co
|
15,219 | $1,395,277 | |
| 4 | KMB |
Kimberly Clark Corp
|
5,837 | $640,727 | |
| 5 | UL |
Unilever PLC
This page
|
4,497 | $270,359 | |
| 6 | CLX |
Clorox Co /De/
|
633 | $60,413 | |
| 7 | KVUE |
Kenvue Inc.
|
222 | $4,242 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,359 | 4,497 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $316,354 | 5,553 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $366,828 | 5,609 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $373,760 | 6,305 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $298,142 | 4,874 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $291,080 | 4,888 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $279,814 | 4,935 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $334,869 | 5,155 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $348,086 | 6,330 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $341,292 | 6,800 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $396,808 | 8,185 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $444,451 | 8,997 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $479,961 | 9,207 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $542,045 | 10,438 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $527,567 | 10,478 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $413,279 | 9,427 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $456,971 | 9,971 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $450,459 | 9,885 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $545,914 | 10,149 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $679,322 | 12,529 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $679,828 | 11,621 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $562,375 | 10,073 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $388,296 | 6,433 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $106,398 | 1,725 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $94,667 | 1,725 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $127,031 | 2,512 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||