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Corda Investment Management’s Unilever UL Stock Holding History

Corda Investment 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
2025
Q4 		– Sell
-712,230
Closed -$47.5M – 84
2025
Q3 		$47.5M Sell
712,230
-1,644
-0.2% -$113K 3.34% 7
2025
Q2 		$49.1M Sell
713,874
-12,154
-2% -$853K 3.61% 6
2025
Q1 		$48.6M Sell
726,028
-7,410
-1% -$478K 3.87% 3
2024
Q4 		$46.8M Sell
733,438
-3,339
-0.5% -$225K 3.74% 4
2024
Q3 		$53.8M Sell
736,777
-26,779
-4% -$1.85M 4.2% 1
2024
Q2 		$47.2M Sell
763,556
-6,402
-0.8% -$378K 3.84% 1
2024
Q1 		$43.5M Buy
769,958
+28,083
+4% +$1.56M 3.46% 6
2023
Q4 		$40.5M Sell
741,875
-17,433
-2% -$941K 3.4% 9
2023
Q3 		$42.2M Buy
759,308
+4,941
+0.7% +$286K 3.82% 4
2023
Q2 		$44.2M Buy
754,367
+263
+0% +$15.6K 3.46% 5
2023
Q1 		$44.1M Buy
754,104
+12,425
+2% +$706K 3.52% 4
2022
Q4 		$42M Buy
741,679
+872
+0.1% +$46.7K 3.42% 5
2022
Q3 		$36.5M Buy
740,807
+14,854
+2% +$776K 3.28% 6
2022
Q2 		$37.4M Buy
725,953
+35,049
+5% +$1.79M 3.17% 7
2022
Q1 		$35.4M Buy
690,904
+137,577
+25% +$7.66M 2.74% 9
2021
Q4 		$33.5M Buy
553,327
+33,028
+6% +$1.96M 2.63% 13
2021
Q3 		$31.7M Buy
520,299
+62,743
+14% +$4M 2.76% 11
2021
Q2 		$30.1M Buy
457,556
+6,496
+1% +$432K 2.58% 15
2021
Q1 		$28.3M Buy
451,060
+67,598
+18% +$4.3M 2.57% 15
2020
Q4 		$26M Sell
383,462
-59
-0% -$4K 2.62% 15
2020
Q3 		$26.6M Sell
383,521
-8,004
-2% -$534K 2.9% 11
2020
Q2 		$24.2M Buy
391,525
+6,271
+2% +$375K 2.78% 12
2020
Q1 		$21.9M Buy
385,254
+133,155
+53% +$8.35M 2.74% 14
2019
Q4 		$16.2M Buy
252,099
+18
+0% +$1.2K 1.74% 32
2019
Q3 		$17M Sell
252,081
-3,212
-1% -$223K 1.87% 29
2019
Q2 		$17.8M Sell
255,293
-4,228
-2% -$287K 1.93% 26
2019
Q1 		$16.9M Sell
259,521
-2,346
-0.9% -$143K 1.95% 26
2018
Q4 		$15.4M Sell
261,867
-2,888
-1% -$174K 1.89% 25
2018
Q3 		$16.4M Sell
264,755
-5,057
-2% -$319K 1.94% 24
2018
Q2 		$16.8M Sell
269,812
-4,347
-2% -$270K 2.08% 24
2018
Q1 		$17.1M Sell
274,159
-7,444
-3% -$453K 2.14% 22
2017
Q4 		$17.5M Sell
281,603
-9,833
-3% -$623K 2.1% 24
2017
Q3 		$19M Sell
291,436
-4,541
-2% -$292K 2.46% 20
2017
Q2 		$18M Sell
295,977
-1,555
-0.5% -$92.7K 2.56% 14
2017
Q1 		$16.5M Buy
297,532
+17,626
+6% +$892K 2.47% 17
2016
Q4 		$12.8M Buy
279,906
+175,952
+169% +$8.2M 1.98% 25
2016
Q3 		$5.5M Sell
103,954
-1,032
-1% -$54.5K 0.9% 38
2016
Q2 		$5.66M Sell
104,986
-915
-0.9% -$47K 0.91% 40
2016
Q1 		$5.38M Sell
105,901
-2,289
-2% -$111K 0.94% 38
2015
Q4 		$5.25M Sell
108,190
-1,036
-0.9% -$50.5K 0.99% 36
2015
Q3 		$5.01M Sell
109,226
-589
-0.5% -$28.2K 0.97% 36
2015
Q2 		$5.31M Sell
109,815
-1,048
-0.9% -$51.8K 0.99% 36
2015
Q1 		$5.2M Sell
110,863
-2,005
-2% -$96.1K 0.96% 35
2014
Q4 		$5.14M Sell
112,868
-1,462
-1% -$67.1K 0.97% 36
2014
Q3 		$5.39M Sell
114,330
-738
-0.6% -$36.4K 1.12% 35
2014
Q2 		$5.87M Sell
115,068
-488
-0.4% -$24.5K 1.22% 33
2014
Q1 		$5.56M Sell
115,556
-416
-0.4% -$18.8K 1.37% 30
2013
Q4 		$5.38M Sell
115,972
-2,740
-2% -$123K 1.29% 34
2013
Q3 		$5.15M Sell
118,712
-430
-0.4% -$19.5K 1.4% 31
2013
Q2 		$5.42M Buy
+119,142
New +$5.66M 1.84% 27

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Corda Investment Management's UL Position: Q4 2025 in Review

Corda Investment Management sold out of Unilever (UL) in Q4 2025, closing a stake of 712,230 shares — an estimated $47.5M sold.

Corda Investment Management first reported a position in UL in Q2 2013 and held it in 50 quarters. The position peaked at $53.8M in Q3 2024. 1,154 funds tracked by Wall St. Rank hold UL as of Q4 2025.

  • Corda Investment Management reported no remaining Unilever position as of Q4 2025 after selling out during the quarter.
  • Corda Investment Management sold 712,230 Unilever shares in Q4 2025, an estimated $47.5M.
  • Corda Investment Management first reported a position in Unilever in Q2 2013 and held it in 50 quarters.
  • Corda Investment Management's Unilever position peaked at $53.8M in Q3 2024.
  • 1,154 funds tracked by Wall St. Rank held Unilever as of Q4 2025.

Based on Corda Investment Management's 13F filing for Q4 2025, filed 3 Feb 2026.