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Stephen Yacktman’s Unilever UL Stock Holding History

Stephen Yacktman’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 		$14.5M Buy
241,192
+41,079
+21% +$2.37M 0.18% 49
2026
Q1 		$11.4M Buy
200,113
+4,310
+2% +$289K 0.15% 50
2025
Q4 		$12.8M Sell
195,803
-13,681
-7% -$919K 0.18% 48
2025
Q3 		$14M Sell
209,484
-3,352
-2% -$231K 0.19% 44
2025
Q2 		$14.6M Sell
212,836
-9,752
-4% -$684K 0.2% 45
2025
Q1 		$14.9M Sell
222,588
-19,157
-8% -$1.24M 0.2% 44
2024
Q4 		$15.4M Sell
241,745
-8,229
-3% -$556K 0.18% 49
2024
Q3 		$18.3M Sell
249,974
-14,798
-6% -$1.02M 0.19% 48
2024
Q2 		$16.4M Sell
264,772
-1,566
-0.6% -$92.5K 0.15% 49
2024
Q1 		$15M Buy
266,338
+7,980
+3% +$442K 0.14% 52
2023
Q4 		$14.1M Sell
258,358
-6,737
-3% -$363K 0.13% 53
2023
Q3 		$14.7M Sell
265,095
-5,130
-2% -$296K 0.15% 52
2023
Q2 		$15.8M Sell
270,225
-4,987
-2% -$296K 0.15% 53
2023
Q1 		$16.1M Buy
275,212
+6,157
+2% +$350K 0.16% 53
2022
Q4 		$15.2M Sell
269,055
-10,733
-4% -$574K 0.15% 54
2022
Q3 		$13.8M Buy
279,788
+8,601
+3% +$449K 0.15% 53
2022
Q2 		$14M Buy
271,187
+10,967
+4% +$559K 0.15% 49
2022
Q1 		$13.3M Buy
260,220
+10,846
+4% +$604K 0.12% 50
2021
Q4 		$15.1M Sell
249,374
-27,172
-10% -$1.61M 0.13% 48
2021
Q3 		$16.9M Buy
276,546
+60,542
+28% +$3.86M 0.16% 47
2021
Q2 		$14.2M Sell
216,004
-8,895
-4% -$591K 0.14% 48
2021
Q1 		$14.1M Buy
224,899
+9,242
+4% +$589K 0.15% 48
2020
Q4 		$14.6M Buy
+215,657
New +$14.6M 0.18% 44

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stephen Yacktman's UL Position: Q2 2026 in Review

Stephen Yacktman increased its Unilever (UL) stake by 21% in Q2 2026, buying an estimated $2.37M and bringing the position to 241,192 shares worth $14.5M. The position accounts for 0.18% of the portfolio, ranked #49.

Stephen Yacktman first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.3M in Q3 2024. 1,185 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Stephen Yacktman held 241,192 shares of Unilever worth $14.5M as of Q2 2026.
  • Stephen Yacktman bought 41,079 Unilever shares in Q2 2026, an estimated $2.37M.
  • Unilever made up 0.18% of Stephen Yacktman's portfolio in Q2 2026, its #49 holding.
  • Stephen Yacktman first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • Stephen Yacktman's Unilever position peaked at $18.3M in Q3 2024.
  • 1,185 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.