Position in WALD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$42
New position
Shares Held
45
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $3,309,186 across 18 Household & Personal Products names. WALD ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
9,974 | $1,440,644 | |
| 2 | CL |
Colgate Palmolive Co
|
10,776 | $918,438 | |
| 3 | UL |
Unilever PLC
|
7,733 | $440,549 | |
| 4 | KVUE |
Kenvue Inc.
|
16,377 | $282,339 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,044 | $197,184 | |
| 6 | EL |
Estee Lauder Companies Inc
|
219 | $15,717 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
94 | $8,772 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
20 | $1,474 |
All Filings in WALD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42 | 45 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||