Mitchell Sinkler & Starr’s Unilever UL Stock Holding History

Mitchell Sinkler & Starr’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	$278K	Sell	4,624 -2	-0%	-$116	0.12%	135
2026 Q1	$264K	Sell	4,626 -30	-0.6%	-$2.01K	0.12%	133
2025 Q4	$305K	Buy	4,656 +65	+1%	+$4.37K	0.14%	125
2025 Q3	$306K	Hold	4,591	–	–	0.14%	130
2025 Q2	$316K	Sell	4,591 -67	-1%	-$4.7K	0.15%	120
2025 Q1	$312K	Sell	4,658 -622	-12%	-$40.1K	0.09%	132
2024 Q4	$337K	Hold	5,280	–	–	0.09%	126
2024 Q3	$386K	Buy	5,280 +81	+2%	+$5.6K	0.1%	121
2024 Q2	$339K	Buy	5,199 +1,542	+42%	+$91.1K	0.09%	118
2024 Q1	$206K	Sell	3,657 -17,293	-83%	-$958K	0.05%	156
2023 Q4	$1.14M	Buy	20,950 +8,421	+67%	+$454K	0.21%	90
2023 Q3	$696K	Buy	12,529 +5,556	+80%	+$321K	0.21%	70
2023 Q2	$409K	Hold	6,973	–	–	0.12%	106
2023 Q1	$407K	Buy	6,973 +1,423	+26%	+$80.8K	0.12%	102
2022 Q4	$314K	Buy	5,550 +1,154	+26%	+$61.8K	0.1%	116
2022 Q3	$217K	Hold	4,396	–	–	0.08%	107
2022 Q2	$227K	Hold	4,396	–	–	0.08%	109
2022 Q1	$225K	Sell	4,396 -1,117	-20%	-$62.2K	0.07%	116
2021 Q4	$334K	Buy	5,513 +489	+10%	+$29K	0.1%	98
2021 Q3	$306K	Hold	5,024	–	–	0.28%	85
2021 Q2	$331K	Sell	5,024 -356	-7%	-$23.7K	0.3%	83
2021 Q1	$338K	Hold	5,380	–	–	0.33%	82
2020 Q4	$365K	Buy	5,380 +2,125	+65%	+$144K	0.35%	70
2020 Q3	$226K	Buy	+3,255	New	+$217K	0.23%	91
2018 Q4	–	Sell	-3,340	Closed	-$207K	–	92
2018 Q3	$207K	Hold	3,340	–	–	0.22%	93
2018 Q2	$208K	Hold	3,340	–	–	0.23%	90
2018 Q1	$209K	Buy	+3,340	New	+$203K	0.24%	85
2016 Q4	–	Sell	-4,780	Closed	-$255K	–	81
2016 Q3	$255K	Hold	4,780	–	–	0.4%	63
2016 Q2	$258K	Hold	4,780	–	–	0.35%	73
2016 Q1	$243K	Hold	4,780	–	–	0.34%	77
2015 Q4	$232K	Hold	4,780	–	–	0.32%	82
2015 Q3	$219K	Hold	4,780	–	–	0.28%	87
2015 Q2	$231K	Sell	4,780 -1,367	-22%	-$67.6K	0.27%	85
2015 Q1	$288K	Sell	6,147 -17	-0.3%	-$815	0.32%	77
2014 Q4	$281K	Hold	6,164	–	–	0.31%	76
2014 Q3	$291K	Buy	6,164 +88	+1%	+$4.35K	0.33%	74
2014 Q2	$310K	Hold	6,076	–	–	0.33%	69
2014 Q1	$292K	Buy	6,076 +1,409	+30%	+$63.6K	0.33%	67
2013 Q4	$216K	Buy	+4,667	New	+$209K	0.24%	79

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

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mitchell Sinkler & Starr's UL Position: Q2 2026 in Review

Mitchell Sinkler & Starr reduced its Unilever (UL) stake by 0.04% in Q2 2026, selling an estimated $116 and leaving 4,624 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #135.

Mitchell Sinkler & Starr first reported a position in UL in Q4 2013 and has held it in 39 quarters since. The position peaked at $1.14M in Q4 2023. 344 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Mitchell Sinkler & Starr held 4,624 shares of Unilever worth $278K as of Q2 2026.
Mitchell Sinkler & Starr sold 2 Unilever shares in Q2 2026, an estimated $116.
Unilever made up 0.12% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #135 holding.
Mitchell Sinkler & Starr first reported a position in Unilever in Q4 2013 and has held it in 39 quarters since.
Mitchell Sinkler & Starr's Unilever position peaked at $1.14M in Q4 2023.
344 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.