Position in UL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$8,331,249
+$882,479 QoQ
Shares Held
138,577
+6.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $154,278,023 across 19 Household & Personal Products names. UL ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
662,170 | $97,100,608 | |
| 2 | CL |
Colgate Palmolive Co
|
231,520 | $21,225,753 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
91,424 | $8,857,157 | |
| 4 | UL |
Unilever PLC
This page
|
138,577 | $8,331,249 | |
| 5 | KMB |
Kimberly Clark Corp
|
50,022 | $5,490,914 | |
| 6 | KVUE |
Kenvue Inc.
|
122,360 | $2,338,299 | |
| 7 | NWL |
Newell Brands Inc.
|
352,145 | $2,162,170 | |
| 8 | CLX |
Clorox Co /De/
|
22,394 | $2,137,283 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,331,249 | 138,577 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $7,448,770 | 130,749 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,051,362 | 107,819 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,497,352 | 126,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,164,813 | 133,344 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,744,907 | 146,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,497,117 | 149,711 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,048,385 | 200,667 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,060,803 | 164,607 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,232,789 | 143,964 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,075,751 | 145,806 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $8,211,966 | 166,068 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,202,378 | 118,860 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,222,003 | 100,458 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,059,957 | 80,554 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,382,879 | 77,087 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,995,146 | 65,288 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,648,658 | 79,987 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,951,100 | 91,953 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,088,972 | 75,339 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,927,699 | 67,073 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,354,716 | 60,028 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,201,298 | 36,433 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,085,852 | 17,587 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $997,728 | 18,162 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $993,328 | 19,623 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||