KFP
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Keystone Financial Planning’s Unilever UL Stock Holding History

Keystone Financial Planning’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 		$9.65M Buy
160,522
+7,640
+5% +$442K 2.49% 10
2026
Q1 		$8.71M Buy
+152,882
New +$10.2M 2.33% 10
2024
Q2 		– Sell
-114,360
Closed -$6.46M – 54
2024
Q1 		$6.46M Buy
114,360
+76,251
+200% +$4.22M 2.09% 15
2023
Q4 		$2.08M Buy
38,109
+1,355
+4% +$73.1K 0.69% 30
2023
Q3 		$2.04M Buy
36,754
+9
+0% +$520 0.71% 29
2023
Q2 		$2.15M Sell
36,745
-110,443
-75% -$6.56M 0.72% 29
2023
Q1 		$8.6M Buy
147,188
+319
+0.2% +$18.1K 2.93% 5
2022
Q4 		$8.32M Sell
146,869
-262
-0.2% -$14K 2.8% 6
2022
Q3 		$7.26M Buy
147,131
+3,671
+3% +$192K 2.79% 7
2022
Q2 		$7.4M Buy
143,460
+19,720
+16% +$1M 2.6% 14
2022
Q1 		$6.34M Buy
123,740
+12,548
+11% +$698K 2.12% 22
2021
Q4 		$6.73M Buy
111,192
+11,876
+12% +$705K 2.29% 19
2021
Q3 		$6.06M Buy
99,316
+64,842
+188% +$4.13M 2.2% 20
2021
Q2 		$2.27M Buy
34,474
+1,526
+5% +$101K 0.82% 27
2021
Q1 		$2.07M Buy
32,948
+27,948
+559% +$1.78M 0.77% 28
2020
Q4 		$340K Hold
5,000
– – 0.14% 42
2020
Q3 		$347K Sell
5,000
-13,194
-73% -$880K 0.17% 40
2020
Q2 		$1.12M Sell
18,194
-11,262
-38% -$673K 0.55% 36
2020
Q1 		$1.68M Sell
29,456
-88,298
-75% -$5.54M 0.96% 32
2019
Q4 		$7.57M Buy
117,754
+2,169
+2% +$144K 3.38% 9
2019
Q3 		$7.82M Buy
115,585
+33
+0% +$2.29K 3.73% 5
2019
Q2 		$8.06M Buy
115,552
+296
+0.3% +$20.1K 3.94% 4
2019
Q1 		$7.48M Buy
115,256
+1,002
+0.9% +$61K 3.69% 7
2018
Q4 		$6.72M Buy
114,254
+14,868
+15% +$896K 3.75% 8
2018
Q3 		$6.15M Buy
99,386
+7,026
+8% +$443K 3.14% 13
2018
Q2 		$5.74M Buy
92,360
+11,006
+14% +$684K 3.16% 16
2018
Q1 		$5.08M Buy
81,354
+77,517
+2,020% +$4.72M 2.83% 19
2017
Q4 		$239K Hold
3,837
– – 0.13% 45
2017
Q3 		$250K Sell
3,837
-96,065
-96% -$6.17M 0.14% 45
2017
Q2 		$6.08M Buy
99,902
+789
+0.8% +$47K 3.68% 8
2017
Q1 		$5.5M Buy
99,113
+1,599
+2% +$80.9K 3.42% 9
2016
Q4 		$4.46M Buy
97,514
+10,446
+12% +$487K 2.92% 19
2016
Q3 		$4.64M Buy
87,068
+407
+0.5% +$21.5K 3.05% 19
2016
Q2 		$4.67M Buy
86,661
+1,624
+2% +$83.4K 3.16% 17
2016
Q1 		$4.32M Sell
85,037
-3,210
-4% -$156K 3.09% 15
2015
Q4 		$4.28M Buy
88,247
+718
+0.8% +$35K 3.24% 15
2015
Q3 		$4.02M Sell
87,529
-261
-0.3% -$12.5K 3.25% 17
2015
Q2 		$4.24M Sell
87,790
-401
-0.5% -$19.8K 3.25% 15
2015
Q1 		$4.14M Sell
88,191
-4,379
-5% -$210K 3.15% 19
2014
Q4 		$4.22M Buy
92,570
+1,445
+2% +$66.3K 3.11% 16
2014
Q3 		$4.29M Buy
91,125
+13,890
+18% +$686K 3.24% 17
2014
Q2 		$3.94M Buy
+77,235
New +$3.87M 2.97% 20

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
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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Keystone Financial Planning's UL Position: Q2 2026 in Review

Keystone Financial Planning increased its Unilever (UL) stake by 5% in Q2 2026, buying an estimated $442K and bringing the position to 160,522 shares worth $9.65M. The position accounts for 2.49% of the portfolio, ranked #10.

Keystone Financial Planning first reported a position in UL in Q2 2014 and has held it in 42 quarters since. 183 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Keystone Financial Planning held 160,522 shares of Unilever worth $9.65M as of Q2 2026.
  • Keystone Financial Planning bought 7,640 Unilever shares in Q2 2026, an estimated $442K.
  • Unilever made up 2.49% of Keystone Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Keystone Financial Planning first reported a position in Unilever in Q2 2014 and has held it in 42 quarters since.
  • 183 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.