K.J. Harrison & Partners Inc UL β€” UNILEVER PLC

Ownership history in K.J. Harrison & Partners Inc  Β·  3 quarters on record

AI Ownership Summary

K.J. Harrison & Partners Inc reported UNILEVER PLC (UL) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.81% in 2025 Q1. The latest visible filing shows UL at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was K.J. Harrison & Partners Inc's position in UNILEVER PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UL was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How K.J. Harrison & Partners Inc held UL β€” position size vs. price
% of Fund (quarterly)    UL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 16.7% -0.6% βœ… 50,000 -10,000 -16.7% 0.42% $2.9M 2025-11-12 $68.16
2025 Q2 REDUCED 14.3% -2.4% βœ… 60,000 -10,000 -14.3% 0.61% $3.7M 2025-08-05 $66.06
2025 Q1 INITIATED β€” β€” β€” 70,000 β€” β€” 0.81% $4.2M 2025-04-25 $68.21

FAQ About K.J. Harrison & Partners Inc and UL

These are the practical questions this page is built to answer before you even open the full history table.

How long has K.J. Harrison & Partners Inc reported owning UL?

K.J. Harrison & Partners Inc reported UL across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported UL position in K.J. Harrison & Partners Inc's portfolio?

The largest reported portfolio weight for UL was 0.81% in 2025 Q1.

What is the latest reported UL position on this page?

The most recent filing on this page is 2025 Q3, when K.J. Harrison & Partners Inc reported 50,000 shares, equal to 0.42% of portfolio, with an estimated market value of $2.9M.

What does the chart on this UL ownership page compare?

The chart compares K.J. Harrison & Partners Inc's quarterly UL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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