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Cheviot Value Management’s Unilever UL Stock Holding History

Cheviot Value Management’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 		$18.9M Sell
331,886
-131
-0% -$8.78K 1.9% 16
2025
Q4 		$22.1M Sell
332,017
-3,334
-1% -$224K 2.17% 14
2025
Q3 		$23.4M Sell
335,351
-3,564
-1% -$246K 2.48% 14
2025
Q2 		$23.3M Sell
338,915
-2,447
-0.7% -$172K 2.67% 12
2025
Q1 		$24.4M Buy
+341,362
New +$22M 3% 11

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cheviot Value Management's UL Position: Q1 2026 in Review

Cheviot Value Management reduced its Unilever (UL) stake by 0.04% in Q1 2026, selling an estimated $8.78K and leaving 331,886 shares worth $18.9M. The position accounts for 1.9% of the portfolio, ranked #16.

Cheviot Value Management first reported a position in UL in Q1 2025 and has held it in 5 quarters since. The position peaked at $24.4M in Q1 2025. 1,169 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Cheviot Value Management held 331,886 shares of Unilever worth $18.9M as of Q1 2026.
  • Cheviot Value Management sold 131 Unilever shares in Q1 2026, an estimated $8.78K.
  • Unilever made up 1.9% of Cheviot Value Management's portfolio in Q1 2026, its #16 holding.
  • Cheviot Value Management first reported a position in Unilever in Q1 2025 and has held it in 5 quarters since.
  • Cheviot Value Management's Unilever position peaked at $24.4M in Q1 2025.
  • 1,169 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.