CCA
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Checchi Capital Advisers’s Unilever UL Stock Holding History

Checchi Capital Advisers’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 		$892K Sell
14,835
-865
-6% -$50K 0.04% 240
2026
Q1 		$894K Buy
15,700
+53
+0.3% +$3.55K 0.05% 231
2025
Q4 		$1.02M Sell
15,647
-1,920
-11% -$129K 0.05% 197
2025
Q3 		$1.17M Sell
17,567
-109
-0.6% -$7.52K 0.06% 180
2025
Q2 		$1.22M Buy
17,676
+570
+3% +$40K 0.07% 189
2025
Q1 		$1.15M Buy
17,106
+1,352
+9% +$87.2K 0.06% 197
2024
Q4 		$1M Buy
15,754
+62
+0.4% +$4.19K 0.06% 197
2024
Q3 		$1.15M Buy
15,692
+351
+2% +$24.3K 0.06% 182
2024
Q2 		$949K Sell
15,341
-283
-2% -$16.7K 0.05% 198
2024
Q1 		$882K Buy
15,624
+696
+5% +$38.6K 0.07% 213
2023
Q4 		$814K Sell
14,928
-1,925
-11% -$104K 0.07% 213
2023
Q3 		$937K Sell
16,853
-1,928
-10% -$111K 0.09% 179
2023
Q2 		$1.1M Buy
18,781
+1,177
+7% +$69.9K 0.1% 166
2023
Q1 		$1.03M Buy
17,604
+80
+0.5% +$4.54K 0.1% 166
2022
Q4 		$993K Buy
17,524
+210
+1% +$11.2K 0.1% 162
2022
Q3 		$854K Buy
17,314
+75
+0.4% +$3.92K 0.08% 174
2022
Q2 		$944K Sell
17,239
-1,606
-9% -$81.8K 0.08% 170
2022
Q1 		$966K Buy
18,845
+1,179
+7% +$65.6K 0.08% 165
2021
Q4 		$1.07M Sell
17,666
-1,737
-9% -$103K 0.09% 147
2021
Q3 		$1.18M Sell
19,403
-737
-4% -$47K 0.12% 126
2021
Q2 		$1.32M Sell
20,140
-787
-4% -$52.3K 0.13% 125
2021
Q1 		$1.31M Sell
20,927
-294
-1% -$18.7K 0.13% 118
2020
Q4 		$1.44M Buy
21,221
+12,753
+151% +$865K 0.15% 113
2020
Q3 		$588K Buy
8,468
+699
+9% +$46.6K 0.07% 184
2020
Q2 		$480K Buy
7,769
+74
+1% +$4.42K 0.06% 209
2020
Q1 		$438K Buy
7,695
+423
+6% +$26.5K 0.04% 192
2019
Q4 		$468K Sell
7,272
-981
-12% -$65.2K 0.06% 216
2019
Q3 		$558K Sell
8,253
-524
-6% -$36.3K 0.07% 177
2019
Q2 		$612K Sell
8,777
-78
-0.9% -$5.29K 0.08% 165
2019
Q1 		$575K Buy
8,855
+789
+10% +$48.1K 0.07% 165
2018
Q4 		$474K Sell
8,066
-470
-6% -$28.3K 0.06% 175
2018
Q3 		$528K Sell
8,536
-883
-9% -$55.7K 0.06% 203
2018
Q2 		$586K Buy
9,419
+1,529
+19% +$95K 0.07% 173
2018
Q1 		$493K Sell
7,890
-371
-4% -$22.6K 0.07% 194
2017
Q4 		$514K Buy
8,261
+159
+2% +$10.1K 0.07% 187
2017
Q3 		$528K Sell
8,102
-2,050
-20% -$132K 0.05% 172
2017
Q2 		$618K Buy
10,152
+745
+8% +$44.4K 0.07% 146
2017
Q1 		$522K Buy
9,407
+423
+5% +$21.4K 0.06% 173
2016
Q4 		$411K Sell
8,984
-430
-5% -$20K 0.06% 202
2016
Q3 		$502K Buy
9,414
+29
+0.3% +$1.53K 0.06% 161
2016
Q2 		$506K Buy
9,385
+228
+2% +$11.7K 0.06% 148
2016
Q1 		$465K Buy
9,157
+422
+5% +$20.5K 0.1% 165
2015
Q4 		$424K Buy
8,735
+526
+6% +$25.7K 0.11% 174
2015
Q3 		$377K Buy
8,209
+234
+3% +$11.2K 0.1% 178
2015
Q2 		$385K Buy
7,975
+481
+6% +$23.8K 0.1% 185
2015
Q1 		$352K Buy
7,494
+882
+13% +$42.3K 0.1% 194
2014
Q4 		$301K Buy
6,612
+376
+6% +$17.3K 0.11% 202
2014
Q3 		$294K Buy
6,236
+752
+14% +$37.1K 0.12% 177
2014
Q2 		$280K Buy
5,484
+763
+16% +$38.2K 0.13% 154
2014
Q1 		$227K Buy
4,721
+357
+8% +$16.1K 0.14% 151
2013
Q4 		$202K Buy
+4,364
New +$195K 0.16% 142

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Checchi Capital Advisers's UL Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Unilever (UL) stake by 5.5% in Q2 2026, selling an estimated $50K and leaving 14,835 shares worth $892K. The position accounts for 0.04% of the portfolio, ranked #240.

Checchi Capital Advisers first reported a position in UL in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.44M in Q4 2020. 745 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Checchi Capital Advisers held 14,835 shares of Unilever worth $892K as of Q2 2026.
  • Checchi Capital Advisers sold 865 Unilever shares in Q2 2026, an estimated $50K.
  • Unilever made up 0.04% of Checchi Capital Advisers's portfolio in Q2 2026, its #240 holding.
  • Checchi Capital Advisers first reported a position in Unilever in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's Unilever position peaked at $1.44M in Q4 2020.
  • 745 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.