M. Kulyk & Associates
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M. Kulyk & Associates’s Unilever UL Stock Holding History

M. Kulyk & Associates’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
Q3 		$11.2M Sell
184,943
-6,923
-4% -$435K 1.88% 14
2026
Q2 		$11.5M Sell
191,866
-2,107
-1% -$122K 1.88% 15
2026
Q1 		$11.1M Buy
193,973
+12,500
+7% +$838K 2.06% 15
2025
Q4 		$11.9M Buy
181,473
+24,877
+16% +$1.67M 2.27% 12
2025
Q3 		$10.4M Buy
156,596
+12,565
+9% +$867K 2.12% 15
2025
Q2 		$9.9M Buy
144,031
+8,742
+6% +$613K 2.15% 15
2025
Q1 		$9.06M Buy
135,289
+131,153
+3,171% +$8.46M 2.07% 16
2024
Q4 		$264K Buy
4,136
+134
+3% +$9.05K 0.06% 87
2024
Q3 		$292K Sell
4,002
-64
-2% -$4.42K 0.06% 92
2024
Q2 		$252K Sell
4,066
-1,914
-32% -$113K 0.06% 94
2024
Q1 		$338K Sell
5,980
-46,029
-89% -$2.55M 0.08% 80
2023
Q4 		$2.84M Buy
52,009
+2,900
+6% +$156K 0.66% 49
2023
Q3 		$2.73M Buy
49,109
+1,278
+3% +$73.9K 0.76% 45
2023
Q2 		$2.81M Sell
47,831
-2,653
-5% -$158K 0.78% 45
2023
Q1 		$2.95M Buy
50,484
+965
+2% +$54.8K 0.89% 39
2022
Q4 		$2.8M Buy
49,519
+120
+0.2% +$6.42K 0.94% 40
2022
Q3 		$2.44M Buy
49,399
+4,242
+9% +$222K 0.85% 42
2022
Q2 		$2.33M Buy
45,157
+11,151
+33% +$568K 0.72% 42
2022
Q1 		$1.74M Buy
34,006
+30,605
+900% +$1.7M 0.48% 44
2021
Q4 		$206K Sell
3,401
-6
-0.2% -$356 0.05% 99
2021
Q3 		$208K Buy
+3,407
New +$217K 0.07% 71
2021
Q1 		– Sell
-3,128
Closed -$212K – 73
2020
Q4 		$212K Buy
+3,128
New +$212K 0.12% 51

Other funds holding UL

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return

M. Kulyk & Associates's UL Position: Q3 2026 in Review

M. Kulyk & Associates reduced its Unilever (UL) stake by 3.6% in Q3 2026, selling an estimated $435K and leaving 184,943 shares worth $11.2M. The position accounts for 1.88% of the portfolio, ranked #14.

M. Kulyk & Associates first reported a position in UL in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.9M in Q4 2025. 788 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • M. Kulyk & Associates held 184,943 shares of Unilever worth $11.2M as of Q3 2026.
  • M. Kulyk & Associates sold 6,923 Unilever shares in Q3 2026, an estimated $435K.
  • Unilever made up 1.88% of M. Kulyk & Associates's portfolio in Q3 2026, its #14 holding.
  • M. Kulyk & Associates first reported a position in Unilever in Q4 2020 and has held it in 22 quarters since.
  • M. Kulyk & Associates's Unilever position peaked at $11.9M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on M. Kulyk & Associates's 13F filing for Q3 2026, filed 10 Nov 2026.