Callahan Advisors’s Unilever UL Stock Holding History

Callahan Advisors’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.86M	Hold	32,651	–	–	0.16%	98
2025 Q4	$2.14M	Sell	32,651 -771	-2%	-$51.8K	0.18%	93
2025 Q3	$2.23M	Hold	33,422	–	–	0.19%	85
2025 Q2	$2.3M	Hold	33,422	–	–	0.21%	83
2025 Q1	$2.24M	Sell	33,422 -7,556	-18%	-$487K	0.21%	86
2024 Q4	$2.61M	Hold	40,978	–	–	0.25%	80
2024 Q3	$2.99M	Hold	40,978	–	–	0.29%	74
2024 Q2	$2.54M	Sell	40,978 -91	-0.2%	-$5.38K	0.26%	75
2024 Q1	$2.32M	Sell	41,069 -2,162	-5%	-$120K	0.24%	75
2023 Q4	$2.36M	Hold	43,231	–	–	0.27%	72
2023 Q3	$2.4M	Sell	43,231 -445	-1%	-$25.7K	0.3%	67
2023 Q2	$2.56M	Hold	43,676	–	–	0.31%	66
2023 Q1	$2.55M	Hold	43,676	–	–	0.33%	68
2022 Q4	$2.47M	Hold	43,676	–	–	0.34%	64
2022 Q3	$2.15M	Sell	43,676 -133	-0.3%	-$6.95K	0.31%	69
2022 Q2	$2.26M	Buy	43,809 +8,565	+24%	+$436K	0.3%	72
2022 Q1	$1.81M	Buy	35,244 +14,355	+69%	+$799K	0.21%	96
2021 Q4	$1.26M	Sell	20,889 -116	-0.6%	-$6.89K	0.14%	102
2021 Q3	$1.28M	Buy	+21,005	New	+$1.34M	0.16%	99

Other funds holding UL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Callahan Advisors's UL Position: Q1 2026 in Review

Callahan Advisors held its Unilever (UL) position steady in Q1 2026 at 32,651 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #98.

Callahan Advisors first reported a position in UL in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.99M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

Callahan Advisors held 32,651 shares of Unilever worth $1.86M as of Q1 2026.
Callahan Advisors left its Unilever share count unchanged in Q1 2026.
Unilever made up 0.16% of Callahan Advisors's portfolio in Q1 2026, its #98 holding.
Callahan Advisors first reported a position in Unilever in Q3 2021 and has held it in 19 quarters since.
Callahan Advisors's Unilever position peaked at $2.99M in Q3 2024.
1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.