Klein Pavlis & Peasley Financial’s Unilever UL Stock Holding History

Klein Pavlis & Peasley Financial’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	$2.37M	Buy	39,339 +503	+1%	+$29.1K	1.23%	26
2026 Q1	$2.21M	Buy	38,836 +4,278	+12%	+$287K	1.22%	25
2025 Q4	$2.26M	Sell	34,558 -1,264	-4%	-$85K	1.33%	23
2025 Q3	$2.39M	Sell	35,822 -889	-2%	-$61.4K	1.47%	23
2025 Q2	$2.53M	Buy	36,711 +3,555	+11%	+$249K	1.69%	21
2025 Q1	$2.22M	Buy	+33,156	New	+$2.14M	1.6%	22

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Klein Pavlis & Peasley Financial's UL Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Unilever (UL) stake by 1.3% in Q2 2026, buying an estimated $29.1K and bringing the position to 39,339 shares worth $2.37M. The position accounts for 1.23% of the portfolio, ranked #26.

Klein Pavlis & Peasley Financial first reported a position in UL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.53M in Q2 2025. 452 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Klein Pavlis & Peasley Financial held 39,339 shares of Unilever worth $2.37M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 503 Unilever shares in Q2 2026, an estimated $29.1K.
Unilever made up 1.23% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #26 holding.
Klein Pavlis & Peasley Financial first reported a position in Unilever in Q1 2025 and has held it in 6 quarters since.
Klein Pavlis & Peasley Financial's Unilever position peaked at $2.53M in Q2 2025.
452 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.