Position in UL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,629
-$19,981 QoQ
Shares Held
77
-82.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,121
of 1,170 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $1,432,168 across 8 Household & Personal Products names. UL ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,963 | $874,414 | |
| 2 | KMB |
Kimberly Clark Corp
|
3,084 | $338,530 | |
| 3 | CLX |
Clorox Co /De/
|
1,800 | $171,792 | |
| 4 | CL |
Colgate Palmolive Co
|
425 | $38,964 | |
| 5 | UL |
Unilever PLC
This page
|
77 | $4,629 | |
| 6 | KVUE |
Kenvue Inc.
|
160 | $3,057 | |
| 7 | COTY |
Coty Inc.
|
273 | $589 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
2 | $193 |
All Filings in UL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,629 | 77 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,610 | 432 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $28,252 | 432 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $28,869 | 487 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $29,788 | 487 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $28,999 | 487 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $46,890 | 827 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||