KFGK
UL icon

Keystone Financial Group (Kentucky)’s Unilever UL Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		$1.16M Buy
20,434
+759
+4% +$50.9K 0.08% 178
2025
Q4 		$1.29M Buy
19,675
+583
+3% +$39.2K 0.1% 146
2025
Q3 		$1.27M Buy
19,092
+29
+0.2% +$2K 0.1% 134
2025
Q2 		$1.31M Sell
19,063
-528
-3% -$37K 0.12% 124
2025
Q1 		$1.31M Buy
19,591
+163
+0.8% +$10.5K 0.13% 109
2024
Q4 		$1.24M Sell
19,428
-123
-0.6% -$8.31K 0.12% 117
2024
Q3 		$1.43M Sell
19,551
-26
-0.1% -$1.8K 0.18% 88
2024
Q2 		$1.21M Buy
19,577
+37
+0.2% +$2.19K 0.43% 41
2024
Q1 		$1.1M Buy
19,540
+403
+2% +$22.3K 0.16% 100
2023
Q4 		$1.04M Buy
19,137
+370
+2% +$20K 0.18% 90
2023
Q3 		$1.04M Buy
18,767
+827
+5% +$47.8K 0.17% 96
2023
Q2 		$1.05M Buy
+17,940
New +$1.07M 0.18% 96
2022
Q4 		$987K Buy
17,419
+192
+1% +$10.3K 0.19% 93
2022
Q3 		$850K Buy
17,227
+695
+4% +$36.3K 0.17% 99
2022
Q2 		$852K Buy
16,532
+1,488
+10% +$75.8K 0.17% 106
2022
Q1 		$771K Buy
15,044
+4,373
+41% +$243K 0.13% 123
2021
Q4 		$646K Buy
10,671
+3,824
+56% +$227K 0.11% 139
2021
Q3 		$418K Buy
6,847
+2,928
+75% +$187K 0.08% 183
2021
Q2 		$258K Sell
3,919
-129
-3% -$8.58K 0.05% 251
2021
Q1 		$254K Sell
4,048
-298
-7% -$19K 0.05% 244
2020
Q4 		$295K Buy
4,346
+816
+23% +$55.4K 0.06% 198
2020
Q3 		$245K Sell
3,530
-234
-6% -$15.6K 0.06% 206
2020
Q2 		$232K Buy
3,764
+122
+3% +$7.29K 0.06% 195
2020
Q1 		$207K Buy
3,642
+119
+3% +$7.46K 0.07% 186
2019
Q4 		$227K Sell
3,523
-35
-1% -$2.33K 0.06% 223
2019
Q3 		$241K Buy
3,558
+26
+0.7% +$1.8K 0.07% 201
2019
Q2 		$246K Buy
3,532
+37
+1% +$2.51K 0.08% 190
2019
Q1 		$227K Buy
3,495
+31
+0.9% +$1.89K 0.08% 196
2018
Q4 		$204K Hold
3,464
– – 0.09% 169
2018
Q3 		$215K Buy
3,464
+133
+4% +$8.39K 0.09% 175
2018
Q2 		$204K Sell
3,331
-43
-1% -$2.67K 0.11% 158
2018
Q1 		$208K Hold
3,374
– – 0.12% 147
2017
Q4 		$211K Buy
+3,374
New +$214K 0.13% 118

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s UL Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Unilever (UL) stake by 3.9% in Q1 2026, buying an estimated $50.9K and bringing the position to 20,434 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #178.

Keystone Financial Group (Kentucky) first reported a position in UL in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.43M in Q3 2024. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 20,434 shares of Unilever worth $1.16M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 759 Unilever shares in Q1 2026, an estimated $50.9K.
  • Unilever made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #178 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Unilever in Q4 2017 and has held it in 33 quarters since.
  • Keystone Financial Group (Kentucky)'s Unilever position peaked at $1.43M in Q3 2024.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.