Position in WALD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$40,542
-$20,142 QoQ
Shares Held
42,676
+32.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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, 2026BANK OF AMERICA CORP /DE/ holds $7,114,217,999 across 24 Household & Personal Products names. WALD ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
26,341,321 | $3,804,740,401 | |
| 2 | EL |
Estee Lauder Companies Inc
|
13,843,765 | $993,567,010 | |
| 3 | KMB |
Kimberly Clark Corp
|
6,661,899 | $642,673,391 | |
| 4 | CL |
Colgate Palmolive Co
|
6,637,597 | $565,722,389 | |
| 5 | UL |
Unilever PLC
|
6,661,426 | $379,501,436 | |
| 6 | KVUE |
Kenvue Inc.
|
14,184,293 | $244,537,208 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,548,871 | $237,860,639 | |
| 8 | CLX |
Clorox Co /De/
|
1,405,774 | $145,680,356 |
All Filings in WALD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,542 | 42,676 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $60,684 | 32,280 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $31,963 | 16,144 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $43,881 | 17,911 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $47,604 | 15,868 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $116,341 | 28,941 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $100,878 | 27,714 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $97,227 | 27,083 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $247,383 | 38,059 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $758,174 | 69,303 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $509,621 | 54,100 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $203,778 | 26,362 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,167 | 266 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $907 | 100 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,000 | 100 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||