Position in WALD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$10
+$9 QoQ
Shares Held
11
+1000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $7,438,006 across 23 Household & Personal Products names. WALD ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
32,588 | $4,707,010 | |
| 2 | KMB |
Kimberly Clark Corp
|
9,462 | $912,799 | |
| 3 | KVUE |
Kenvue Inc.
|
41,291 | $711,856 | |
| 4 | CL |
Colgate Palmolive Co
|
6,019 | $512,999 | |
| 5 | EL |
Estee Lauder Companies Inc
|
1,986 | $142,535 | |
| 6 | CLX |
Clorox Co /De/
|
977 | $101,246 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
1,477 | $89,520 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
955 | $89,120 |
All Filings in WALD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||