Position in WALD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2
-$3 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Sunbelt Securities, Inc. holds $10,955,997 across 15 Household & Personal Products names. WALD ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
65,618 | $9,477,863 | |
| 2 | KMB |
Kimberly Clark Corp
|
7,249 | $699,311 | |
| 3 | EL |
Estee Lauder Companies Inc
|
4,043 | $290,166 | |
| 4 | KVUE |
Kenvue Inc.
|
10,171 | $175,348 | |
| 5 | CL |
Colgate Palmolive Co
|
1,329 | $113,270 | |
| 6 | UL |
Unilever PLC
|
1,455 | $82,891 | |
| 7 | CLX |
Clorox Co /De/
|
559 | $57,929 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
518 | $48,339 |
All Filings in WALD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2 | 3 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5 | 3 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||