KCM
UL icon

Kathmere Capital Management’s Unilever UL Stock Holding History

Kathmere Capital 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 		$608K Buy
10,118
+1,690
+20% +$97.7K 0.03% 354
2026
Q1 		$480K Buy
8,428
+761
+10% +$51K 0.03% 365
2025
Q4 		$501K Sell
7,667
-316
-4% -$21.2K 0.03% 314
2025
Q3 		$532K Buy
7,983
+1,781
+29% +$123K 0.04% 285
2025
Q2 		$427K Buy
6,202
+1,652
+36% +$116K 0.03% 311
2025
Q1 		$305K Buy
4,550
+999
+28% +$64.4K 0.03% 322
2024
Q4 		$227K Buy
+3,551
New +$240K 0.02% 369

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

Kathmere Capital Management's UL Position: Q2 2026 in Review

Kathmere Capital Management increased its Unilever (UL) stake by 20% in Q2 2026, buying an estimated $97.7K and bringing the position to 10,118 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #354.

Kathmere Capital Management first reported a position in UL in Q4 2024 and has held it in 7 quarters since. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Kathmere Capital Management held 10,118 shares of Unilever worth $608K as of Q2 2026.
  • Kathmere Capital Management bought 1,690 Unilever shares in Q2 2026, an estimated $97.7K.
  • Unilever made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #354 holding.
  • Kathmere Capital Management first reported a position in Unilever in Q4 2024 and has held it in 7 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.