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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
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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CoreCap Advisors's UL Position: Q2 2026 in Review

CoreCap Advisors reduced its Unilever (UL) stake by 44% in Q2 2026, selling an estimated $25.3K and leaving 560 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

CoreCap Advisors first reported a position in UL in Q4 2021 and has held it in 12 quarters since. The position peaked at $124K in Q3 2024. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • CoreCap Advisors held 560 shares of Unilever worth $33.7K as of Q2 2026.
  • CoreCap Advisors sold 437 Unilever shares in Q2 2026, an estimated $25.3K.
  • Unilever made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1592 holding.
  • CoreCap Advisors first reported a position in Unilever in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Unilever position peaked at $124K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.