What smart money is saying about Unilever
UL
No fund has written a full thesis on Unilever in our archive, but 2 fund letters report a position in it — most recently Mar Vista U.S. Quality Premier Portfolio in June 2026.
2
Reported positions
1
Bought
1
Sold
3
Letters
Fund activity · 2 positions · 2 moves
- TrimmedMar Vista U.S. Quality Premier PortfolioJune 2026
“During the quarter-end rebalance of the Quality Premier strategy, we also exited Ametek (AME), added to our holdings in Broadcom (AVGO) and GE Vernova (GEV), and trimmed Alphabet (GOOG), Amazon (AMZN), Danaher (DHR), and Unilever (UL).”
Read the letterUnilever - AddedClearBridge Investments Dividend StrategyJune 2026
“We recently built significant positions in ADP, Blackstone, Marsh & McLennan and Otis and added materially to positions in Apollo, Haleon and Unilever.”
Read the letterUnilever
Also mentioned · 1
These funds discuss Unilever — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBrown Advisory Large-Cap Sustainable ValueMarch 2026
“Those rumors were confirmed at the end of the quarter when Unilever announced that it was combining its food business with McCormick & Company (MKC) through a Reverse Morris Trust to create a global food leader with $20bn in annual sales.”
Read the letterUnilever
Read the letters behind these Unilever positions
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