UL UNILEVER PLC

Ownership history in M. Kulyk & Associates, LLC  ·  19 quarters on record

AI Ownership Summary

M. Kulyk & Associates, LLC reported UNILEVER PLC (UL) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.27% in 2025 Q4. The latest visible filing shows UL at 2.27% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M. Kulyk & Associates, LLC'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 Q4

UL was reported at 2.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.27% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 M. Kulyk & Associates, LLC held UL — position size vs. price
% of Fund (quarterly)    UL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 181,473 +5,303 +3.0% 2.27% $11.9M 2026-02-14 (Est.) $74.03
2025 Q3 ADDED 176,170 +14,135 +8.7% 2.12% $10.4M 2025-11-10 $67.96
2025 Q2 ADDED 162,035 +9,835 +6.5% 2.15% $9.9M 2025-08-07 $67.36
2025 Q1 ADDED 152,200 +147,547 +3171.0% 2.07% $9.1M 2025-05-06 $69.61
2024 Q4 ADDED 4,653 +151 +3.4% 0.06% $264K 2025-02-07 $62.95
2024 Q3 REDUCED 4,502 -72 -1.6% 0.06% $292K 2024-11-07 $63.88
2024 Q2 REDUCED 4,574 -2,154 -32.0% 0.06% $252K 2024-08-05 $64.57
2024 Q1 REDUCED 6,728 -51,782 -88.5% 0.08% $338K 2024-05-09 $56.33
2023 Q4 ADDED 58,510 +3,262 +5.9% 0.66% $2.8M 2024-02-08 $52.96
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M. Kulyk & Associates, LLC and UL

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

How long has M. Kulyk & Associates, LLC reported owning UL?

M. Kulyk & Associates, LLC reported UL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UL position in M. Kulyk & Associates, LLC's portfolio?

The largest reported portfolio weight for UL was 2.27% in 2025 Q4.

What is the latest reported UL position on this page?

The most recent filing on this page is 2025 Q4, when M. Kulyk & Associates, LLC reported 181,473 shares, equal to 2.27% of portfolio, with an estimated market value of $11.9M.

What does the chart on this UL ownership page compare?

The chart compares M. Kulyk & Associates, LLC'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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