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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
Q2 		$22.1M Buy
367,496
+35,610
+11% +$2.06M 2.25% 12
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 $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

Cheviot Value Management's UL Position: Q2 2026 in Review

Cheviot Value Management increased its Unilever (UL) stake by 11% in Q2 2026, buying an estimated $2.06M and bringing the position to 367,496 shares worth $22.1M. The position accounts for 2.25% of the portfolio, ranked #12.

Cheviot Value Management first reported a position in UL in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.4M in Q1 2025. 1,192 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Cheviot Value Management held 367,496 shares of Unilever worth $22.1M as of Q2 2026.
  • Cheviot Value Management bought 35,610 Unilever shares in Q2 2026, an estimated $2.06M.
  • Unilever made up 2.25% of Cheviot Value Management's portfolio in Q2 2026, its #12 holding.
  • Cheviot Value Management first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
  • Cheviot Value Management's Unilever position peaked at $24.4M in Q1 2025.
  • 1,192 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.