Position in WALD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$318
+$147 QoQ
Shares Held
181
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 76 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WALD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CoreCap Advisors, LLC holds $10,428,618 across 11 Household & Personal Products names. WALD ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
50,646 | $7,426,729 | |
| 2 | KMB |
Kimberly Clark Corp
|
12,231 | $1,342,596 | |
| 3 | CL |
Colgate Palmolive Co
|
8,053 | $738,299 | |
| 4 | EL |
Estee Lauder Companies Inc
|
7,119 | $562,045 | |
| 5 | CLX |
Clorox Co /De/
|
2,004 | $191,261 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
1,002 | $97,073 | |
| 7 | UL |
Unilever PLC
|
560 | $33,667 | |
| 8 | KVUE |
Kenvue Inc.
|
1,502 | $28,703 |
All Filings in WALD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318 | 181 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $171 | 181 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $340 | 181 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $358 | 181 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $927 | 309 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $305 | 76 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||