Position in WALD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$253
+$243 QoQ
Shares Held
144
+1209.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 76 holders
Holding Since
Sep 2024
4 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, 2026ROTHSCHILD INVESTMENT LLC holds $10,687,812 across 21 Household & Personal Products names. WALD ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
32,651 | $4,787,942 | |
| 2 | CL |
Colgate Palmolive Co
|
20,178 | $1,849,919 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
14,358 | $1,391,003 | |
| 4 | KMB |
Kimberly Clark Corp
|
10,925 | $1,199,237 | |
| 5 | KVUE |
Kenvue Inc.
|
31,850 | $608,653 | |
| 6 | NWL |
Newell Brands Inc.
|
53,395 | $327,845 | |
| 7 | EL |
Estee Lauder Companies Inc
|
2,838 | $224,060 | |
| 8 | CLX |
Clorox Co /De/
|
1,290 | $123,117 |
All Filings in WALD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253 | 144 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10 | 11 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1 | 1 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $218 | 60 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||