Position in WALD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$155,076
+$76,275 QoQ
Shares Held
88,112
+6.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 76 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WALD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026UBS Group AG holds $3,526,459,412 across 29 Household & Personal Products names. WALD ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
11,186,041 | $1,640,321,048 | |
| 2 | KMB |
Kimberly Clark Corp
|
4,632,915 | $508,555,077 | |
| 3 | CL |
Colgate Palmolive Co
|
4,091,627 | $375,120,362 | |
| 4 | KVUE |
Kenvue Inc.
|
13,556,452 | $259,063,795 | |
| 5 | CLX |
Clorox Co /De/
|
1,980,435 | $189,012,715 | |
| 6 | EL |
Estee Lauder Companies Inc
|
2,004,253 | $158,235,771 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
1,530,255 | $148,251,102 | |
| 8 | UL |
Unilever PLC
|
927,430 | $55,757,090 |
All Filings in WALD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,076 | 88,112 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $78,801 | 82,950 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $175,536 | 93,371 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,660,300 | 838,536 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $362,832 | 148,095 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $251,535 | 83,845 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $250,904 | 62,414 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $41,954 | 11,526 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $63,058 | 17,565 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $194,668 | 29,949 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $395,316 | 36,135 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $188,692 | 20,031 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $91,036 | 11,777 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,044 | 987 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,349 | 2,022 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $23,520 | 2,352 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||