Position in UL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$25,200,221
-$45,289 QoQ
Shares Held
442,342
+14.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 97.37804685062689.ToString("F0")%
Shared 0.ToString("F0")%
None 2.6219531493731094.ToString("F0")%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $964,185,489 across 15 Household & Personal Products names. UL ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,028,540 | $581,882,312 | |
| 2 | KVUE |
Kenvue Inc.
|
9,659,545 | $166,530,551 | |
| 3 | CL |
Colgate Palmolive Co
|
1,033,995 | $88,127,390 | |
| 4 | KMB |
Kimberly Clark Corp
|
450,641 | $43,473,333 | |
| 5 | UL |
Unilever PLC
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|
442,342 | $25,200,221 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
188,960 | $17,633,743 | |
| 7 | CLX |
Clorox Co /De/
|
168,891 | $17,502,169 | |
| 8 | EL |
Estee Lauder Companies Inc
|
165,550 | $11,881,519 |
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,200,221 | 442,342 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $25,245,510 | 386,017 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||