Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,903
+$9,511 QoQ
Shares Held
198
+371.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,073
of 1,172 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $144,471 across 12 Household & Personal Products names. UL ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
475 | $69,654 | |
| 2 | CL |
Colgate Palmolive Co
|
165 | $15,127 | |
| 3 | KMB |
Kimberly Clark Corp
|
121 | $13,282 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
127 | $12,303 | |
| 5 | KVUE |
Kenvue Inc.
|
640 | $12,230 | |
| 6 | UL |
Unilever PLC
This page
|
198 | $11,903 | |
| 7 | EL |
Estee Lauder Companies Inc
|
48 | $3,789 | |
| 8 | IPAR |
Interparfums Inc
|
16 | $1,789 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,903 | 198 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,392 | 42 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,765 | 27 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||