KCPG
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Kavar Capital Partners Group’s Unilever UL Stock Holding History

Kavar Capital Partners Group’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 		$5M Buy
83,168
+155
+0.2% +$8.96K 0.62% 41
2026
Q1 		$4.73M Sell
83,013
-2,837
-3% -$190K 0.59% 46
2025
Q4 		$5.61M Buy
85,850
+179
+0.2% +$12K 0.77% 37
2025
Q3 		$5.71M Sell
85,671
-1,397
-2% -$96.4K 0.76% 40
2025
Q2 		$5.99M Sell
87,068
-807
-0.9% -$56.6K 0.86% 38
2025
Q1 		$5.89M Sell
87,875
-190
-0.2% -$12.3K 0.98% 29
2024
Q4 		$5.62M Sell
88,065
-26
-0% -$1.76K 0.95% 30
2024
Q3 		$6.44M Sell
88,091
-2,297
-3% -$159K 1.02% 28
2024
Q2 		$5.59M Sell
90,388
-6,315
-7% -$373K 1.01% 27
2024
Q1 		$5.46M Buy
96,703
+894
+0.9% +$49.5K 1.01% 28
2023
Q4 		$5.23M Sell
95,809
-8,536
-8% -$461K 0.58% 50
2023
Q3 		$5.8M Sell
104,345
-1,042
-1% -$60.2K 1.26% 23
2023
Q2 		$6.18M Buy
105,387
+609
+0.6% +$36.2K 1.32% 21
2023
Q1 		$6.12M Sell
104,778
-1,542
-1% -$87.6K 1.32% 23
2022
Q4 		$6.02M Sell
106,320
-1,080
-1% -$57.8K 1.39% 20
2022
Q3 		$5.3M Buy
107,400
+289
+0.3% +$15.1K 1.35% 19
2022
Q2 		$5.52M Buy
107,111
+1,529
+1% +$77.9K 1.28% 23
2022
Q1 		$5.41M Buy
105,582
+7,186
+7% +$400K 1.17% 27
2021
Q4 		$5.95M Sell
98,396
-1,296
-1% -$77K 1.24% 25
2021
Q3 		$6.08M Buy
99,692
+9,488
+11% +$605K 1.39% 20
2021
Q2 		$5.94M Buy
90,204
+1,600
+2% +$106K 1.43% 20
2021
Q1 		$5.57M Buy
88,604
+5,836
+7% +$372K 1.5% 18
2020
Q4 		$5.62M Buy
82,768
+1,812
+2% +$123K 1.62% 17
2020
Q3 		$5.62M Buy
80,956
+133
+0.2% +$8.88K 1.89% 13
2020
Q2 		$4.99M Buy
80,823
+4,787
+6% +$286K 1.92% 13
2020
Q1 		$4.33M Sell
76,036
-1,912
-2% -$120K 2.07% 12
2019
Q4 		$5.01M Buy
77,948
+2,045
+3% +$136K 1.86% 14
2019
Q3 		$5.13M Buy
75,903
+542
+0.7% +$37.6K 2% 13
2019
Q2 		$5.25M Buy
75,361
+1,067
+1% +$72.4K 2.06% 13
2019
Q1 		$4.82M Buy
74,294
+778
+1% +$47.4K 2.15% 12
2018
Q4 		$4.32M Sell
73,516
-45
-0.1% -$2.71K 2.33% 9
2018
Q3 		$4.55M Hold
73,561
– – 2.25% 9
2018
Q2 		$4.58M Sell
73,561
-178
-0.2% -$11.1K 2.3% 8
2018
Q1 		$4.61M Sell
73,739
-266
-0.4% -$16.2K 2.41% 6
2017
Q4 		$4.61M Sell
74,005
-534
-0.7% -$33.8K 2.45% 6
2017
Q3 		$4.86M Sell
74,539
-542
-0.7% -$34.8K 2.66% 3
2017
Q2 		$4.57M Sell
75,081
-1,822
-2% -$109K 2.49% 4
2017
Q1 		$4.27M Buy
76,903
+5,111
+7% +$259K 2.38% 5
2016
Q4 		$3.29M Buy
71,792
+2,822
+4% +$132K 2.08% 7
2016
Q3 		$3.68M Sell
68,970
-1,200
-2% -$63.4K 2.37% 5
2016
Q2 		$3.78M Sell
70,170
-289
-0.4% -$14.8K 2.44% 4
2016
Q1 		$3.58M Buy
70,459
+1,511
+2% +$73.5K 2.37% 5
2015
Q4 		$3.34M Buy
68,948
+934
+1% +$45.6K 2.15% 5
2015
Q3 		$3.12M Buy
68,014
+2,400
+4% +$115K 2.21% 5
2015
Q2 		$3.17M Sell
65,614
-357
-0.5% -$17.6K 2.15% 4
2015
Q1 		$3.1M Buy
65,971
+530
+0.8% +$25.4K 2.63% 4
2014
Q4 		$2.98M Buy
65,441
+4,756
+8% +$218K 2.34% 3
2014
Q3 		$2.86M Buy
60,685
+3,644
+6% +$180K 2.45% 2
2014
Q2 		$2.91M Buy
57,041
+1,401
+3% +$70.2K 2.47% 1
2014
Q1 		$2.68M Buy
55,640
+1,122
+2% +$50.6K 2.21% 2
2013
Q4 		$2.53M Buy
+54,518
New +$2.44M 2.26% 2

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

Kavar Capital Partners Group's UL Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Unilever (UL) stake by 0.19% in Q2 2026, buying an estimated $8.96K and bringing the position to 83,168 shares worth $5M. The position accounts for 0.62% of the portfolio, ranked #41.

Kavar Capital Partners Group first reported a position in UL in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.44M in Q3 2024. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Kavar Capital Partners Group held 83,168 shares of Unilever worth $5M as of Q2 2026.
  • Kavar Capital Partners Group bought 155 Unilever shares in Q2 2026, an estimated $8.96K.
  • Unilever made up 0.62% of Kavar Capital Partners Group's portfolio in Q2 2026, its #41 holding.
  • Kavar Capital Partners Group first reported a position in Unilever in Q4 2013 and has held it in 51 quarters since.
  • Kavar Capital Partners Group's Unilever position peaked at $6.44M in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.