WEATHERLY ASSET MANAGEMENT L. P.

Position in UL — Unilever PLC

CIK 934745 DEL MAR, CA

Position in UL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$780,237

-$65,254 QoQ

Shares Held

12,978

-12.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#504

of 1,170 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $16,287,826 across 4 Household & Personal Products names. UL ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	84,780	$12,432,139
2	CL	Colgate Palmolive Co	24,307	$2,228,465
3	KMB	Kimberly Clark Corp	7,716	$846,985
4	UL	Unilever PLC This page	12,978	$780,237

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,237	12,978	-12.6%	Shares	Sole	2026-07-20
2026-03-31	$845,491	14,841	-2.2%	Shares	Sole	2026-04-15
2025-12-31	$992,052	15,169	-11.0%	Shares	Sole	2026-01-16
2025-09-30	$1,010,606	17,048	-2.4%	Shares	Sole	2025-10-16
2025-06-30	$1,068,700	17,471	-3.2%	Shares	Sole	2025-07-11
2025-03-31	$1,074,520	18,044	-0.5%	Shares	Sole	2025-05-01
2024-12-31	$1,028,652	18,142	-1.6%	Shares	Sole	2025-01-29
2024-09-30	$1,197,863	18,440	-4.5%	Shares	Sole	2024-10-29
2024-06-30	$1,061,307	19,300	-10.1%	Shares	Sole	2024-07-31
2024-03-31	$1,077,730	21,473	-10.3%	Shares	Sole	2024-04-19
2023-12-31	$1,159,932	23,926	-28.1%	Shares	Sole	2024-02-01
2023-09-30	$1,643,487	33,269	-4.2%	Shares	Sole	2023-10-10
2023-06-30	$1,809,798	34,717	+2.2%	Shares	Sole	2023-07-21
2023-03-31	$1,763,541	33,960	+0.7%	Shares	Sole	2023-04-13
2022-12-31	$1,698,458	33,733	-5.5%	Shares	Sole	2023-01-11
2022-09-30	$1,564,256	35,681	-1.2%	Shares	Sole	2022-10-17
2022-06-30	$1,654,647	36,104	-0.8%	Shares	Sole	2022-07-18
2022-03-31	$1,658,840	36,402	+35.3%	Shares	Sole	2022-05-06
2021-12-31	$1,447,434	26,909	-2.0%	Shares	Sole	2022-01-28
2021-09-30	$1,489,044	27,463	+0.4%	Shares	Sole	2021-11-05
2021-06-30	$1,600,619	27,361	+11.7%	Shares	Sole	2021-08-12
2021-03-31	$1,367,722	24,498	+1.4%	Shares	Sole	2021-05-05
2020-12-31	$1,458,358	24,161	+0.4%	Shares	Sole	2021-02-02
2020-09-30	$1,484,453	24,067	+2.4%	Shares	Sole	2020-10-30
2020-06-30	$1,289,679	23,500	-0.4%	Shares	Sole	2020-07-29
2020-03-31	$1,193,401	23,599	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.