CoreCap Advisors’s Unilever UL Stock Holding History

CoreCap Advisors’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 Q3	$35K	Buy	576 +16	+3%	+$1K	﹤0.01%	1557
2026 Q2	$33.7K	Sell	560 -437	-44%	-$25.3K	﹤0.01%	1592
2026 Q1	$56.8K	Hold	997	–	–	﹤0.01%	1246
2025 Q4	$65.2K	Buy	997 +255	+34%	+$17.1K	﹤0.01%	1205
2025 Q3	$49.5K	Sell	742 -267	-26%	-$18.4K	﹤0.01%	1331
2025 Q2	$69.4K	Sell	1,009 -333	-25%	-$23.4K	﹤0.01%	1108
2025 Q1	$89.9K	Sell	1,342 -416	-24%	-$26.8K	﹤0.01%	946
2024 Q4	$112K	Buy	1,758 +58	+3%	+$3.92K	0.01%	889
2024 Q3	$124K	Buy	+1,700	New	+$118K	0.01%	831
2024 Q2	–	Sell	-964	Closed	-$54.4K	–	2523
2024 Q1	$54.4K	Buy	+964	New	+$53.4K	﹤0.01%	1071
2022 Q4	$58.3K	Buy	+1,028	New	+$55K	﹤0.01%	938
2022 Q3	–	Sell	-1,028	Closed	-$53K	–	2003
2022 Q2	$53K	Buy	+1,028	New	+$52.4K	﹤0.01%	920
2022 Q1	–	Sell	-1,034	Closed	-$63K	–	2007
2021 Q4	$63K	Buy	+1,034	New	+$61.4K	﹤0.01%	921

Other funds holding UL

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

CoreCap Advisors's UL Position: Q3 2026 in Review

CoreCap Advisors increased its Unilever (UL) stake by 2.9% in Q3 2026, buying an estimated $1K and bringing the position to 576 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

CoreCap Advisors first reported a position in UL in Q4 2021 and has held it in 13 quarters since. The position peaked at $124K in Q3 2024. 328 funds tracked by Wall St. Rank hold UL as of Q3 2026.

CoreCap Advisors held 576 shares of Unilever worth $35K as of Q3 2026.
CoreCap Advisors bought 16 Unilever shares in Q3 2026, an estimated $1K.
Unilever made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1557 holding.
CoreCap Advisors first reported a position in Unilever in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Unilever position peaked at $124K in Q3 2024.
328 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.