Edgewell Personal Care Company
US ˙ NYSE ˙ US28035Q1022

SecurityEPC / Edgewell Personal Care Company
InstitutionCreative Planning
Latest Disclosed Ownership207,876 shares
Latest Disclosed Value $ 4,436,074
Creative Planning reports 129.60% increase in ownership of EPC / Edgewell Personal Care Company

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 207,876 shares of Edgewell Personal Care Company (US:EPC) valued at $4,436,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 90,539 shares of Edgewell Personal Care Company. This represents a change in shares of 129.60% during the quarter. The current value of the position is $3,851,942 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F EDGEWELL PERSONAL CARE COM 28035Q102 207,876 117,337 129.60 4,436 187.49 0.0030
2026-02-17 2025-12-31 13F EDGEWELL PERS CARE COM 28035Q102 90,539 54,193 149.10 1,544 108.51 0.0011
2025-11-14 2025-09-30 13F EDGEWELL PERS CARE COM 28035Q102 36,346 24,488 206.51 740 167.15 0.0006
2025-08-08 2025-06-30 13F EDGEWELL PERS CARE COM 28035Q102 11,858 -804 -6.35 278 -29.87 0.0002
2025-05-15 2025-03-31 13F EDGEWELL PERS CARE COM 28035Q102 12,662 2,839 28.90 395 19.70 0.0004
2025-02-14 2024-12-31 13F EDGEWELL PERS CARE COM 28035Q102 9,823 3,439 53.87 330 42.86 0.0003
2024-10-11 2024-09-30 13F EDGEWELL PERS CARE COM 28035Q102 6,384 -453 -6.63 232 -15.69 0.0002
2024-08-15 2024-06-30 13F EDGEWELL PERS CARE COM 28035Q102 6,837 116 1.73 275 5.79 0.0003
2024-05-13 2024-03-31 13F EDGEWELL PERS CARE COM 28035Q102 6,721 1,176 21.21 260 27.59 0.0003
2024-02-14 2023-12-31 13F EDGEWELL PERS CARE COM 28035Q102 5,545 5,545 203 0.0004
2023-07-21 2023-06-30 13F EDGEWELL PERS CARE COM 28035Q102 0 -19 -100.00 0 0.0000
2023-05-15 2023-03-31 13F EDGEWELL PERS CARE COM 28035Q102 19 19 1 0.0000
2017-10-17 2017-09-30 13F EDGEWELL PERS CARE COM 28035Q102 0 -2,007 -100.00 0 -100.00
2017-07-12 2017-06-30 13F EDGEWELL PERS CARE COM 28035Q102 2,007 18 0.90 153 5.52 0.0008
2017-04-07 2017-03-31 13F EDGEWELL PERS CARE COM 28035Q102 1,989 7 0.35 145 0.00 0.0008
2017-01-09 2016-12-31 13F EDGEWELL PERS CARE COM 28035Q102 1,982 33 1.69 145 -6.45 0.0009
2016-10-12 2016-09-30 13F EDGEWELL PERS CARE COM 28035Q102 1,949 11 0.57 155 -5.49 0.0010
2016-07-12 2016-06-30 13F EDGEWELL PERS CARE COM 28035Q102 1,938 230 13.47 164 18.84 0.0012
2016-04-08 2016-03-31 13F EDGEWELL PERS CARE COM 28035Q102 1,708 -393 -18.71 138 -16.36 0.0011
2016-01-11 2015-12-31 13F EDGEWELL PERS CARE COM 28035Q102 2,101 0 0.00 165 -3.51 0.0014
2015-10-09 2015-09-30 13F EDGEWELL PERS CARE COM 28035Q102 2,101 2,101 171 0.0015
2015-07-09 2015-06-30 13F ENERGIZER HLDGS COM 29266R108 0 -1,781 -100.00 0 -100.00
2015-04-13 2015-03-31 13F ENERGIZER HLDGS COM 29266R108 1,781 1,781 0.00 246 0.0023
2015-01-29 2014-12-31 13F ENERGIZER HLDGS COM 29266R108 0 -1,476 -100.00 0 -100.00
2014-10-10 2014-09-30 13F ENERGIZER HLDGS COM 29266R108 1,476 -367 -19.91 182 -19.11 0.0021
2014-08-20 2014-06-30 13F ENERGIZER HLDGS COM 29266R108 1,843 871 89.61 225 129.59 0.0029
2014-04-11 2014-03-31 13F ENERGIZER HLDGS COM 29266R108 972 -1,321 -57.61 98 -60.48 0.0015
2014-01-06 2013-12-31 13F ENERGIZER HLDGS COM 29266R108 2,293 90 4.09 248 23.38 0.0042
2013-10-10 2013-09-30 13F ENERGIZER HLDGS COM 29266R108 2,203 1,353 159.18 201 136.47 0.0040
2013-07-09 2013-06-30 13F ENERGIZER HLDGS COM 29266R108 850 850 85 0.0020
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.