Capital Fund Management (CFM)
UL icon

Capital Fund Management (CFM)’s Unilever UL Stock Holding History

Capital Fund Management (CFM)’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
Q2 		$29.5M Sell
490,979
-158,984
-24% -$9.19M 0.13% 184
2026
Q1 		$37M Buy
649,963
+533,137
+456% +$35.7M 0.17% 131
2025
Q4 		$7.64M Sell
116,826
-99,200
-46% -$6.67M 0.02% 965
2025
Q3 		$14.4M Sell
216,026
-87,195
-29% -$6.02M 0.04% 656
2025
Q2 		$20.9M Sell
303,221
-53,274
-15% -$3.74M 0.06% 449
2025
Q1 		$23.9M Buy
356,495
+191,586
+116% +$12.4M 0.07% 384
2024
Q4 		$10.5M Sell
164,909
-27,941
-14% -$1.89M 0.03% 736
2024
Q3 		$14.1M Sell
192,850
-46,222
-19% -$3.2M 0.04% 589
2024
Q2 		$14.8M Sell
239,072
-176,652
-42% -$10.4M 0.04% 521
2024
Q1 		$23.5M Buy
415,724
+142,992
+52% +$7.92M 0.07% 378
2023
Q4 		$14.9M Buy
272,732
+218,042
+399% +$11.8M 0.04% 586
2023
Q3 		$3.04M Buy
+54,690
New +$3.16M 0.01% 1182
2022
Q3 		– Sell
-9,754
Closed -$503K – 1664
2022
Q2 		$503K Buy
+9,754
New +$497K ﹤0.01% 1248
2021
Q2 		– Sell
-45,973
Closed -$2.89M – 1661
2021
Q1 		$2.89M Buy
45,973
+35,083
+322% +$2.23M 0.03% 615
2020
Q4 		$739K Buy
+10,890
New +$739K 0.01% 1068

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Fund Management (CFM)'s UL Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Unilever (UL) stake by 24% in Q2 2026, selling an estimated $9.19M and leaving 490,979 shares worth $29.5M. The position accounts for 0.13% of the portfolio, ranked #184.

Capital Fund Management (CFM) first reported a position in UL in Q4 2020 and has held it in 15 quarters since. The position peaked at $37M in Q1 2026. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Capital Fund Management (CFM) held 490,979 shares of Unilever worth $29.5M as of Q2 2026.
  • Capital Fund Management (CFM) sold 158,984 Unilever shares in Q2 2026, an estimated $9.19M.
  • Unilever made up 0.13% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #184 holding.
  • Capital Fund Management (CFM) first reported a position in Unilever in Q4 2020 and has held it in 15 quarters since.
  • Capital Fund Management (CFM)'s Unilever position peaked at $37M in Q1 2026.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.