Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,340,814
+$12,731 QoQ
Shares Held
15,963
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,595
of 4,001 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $2,761,799 across 2 Household & Personal Products names. PG ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
15,963 | $2,340,814 | |
| 2 | CLX |
Clorox Co /De/
|
4,411 | $420,985 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,340,814 | 15,963 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,328,083 | 16,118 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,457,192 | 17,146 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,679,194 | 17,437 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,796,862 | 17,555 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,887,595 | 16,944 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $3,067,324 | 18,296 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $3,188,092 | 18,407 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,258,324 | 19,757 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,205,573 | 19,757 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,925,230 | 19,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,911,656 | 19,962 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,030,550 | 19,972 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,970,379 | 19,977 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,027,713 | 19,977 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,489,145 | 19,716 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,970,125 | 20,656 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,202,688 | 20,960 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $3,497,830 | 21,383 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $3,050,296 | 21,819 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,920,559 | 21,645 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $3,074,801 | 22,704 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $3,329,201 | 23,927 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,386,073 | 24,362 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,951,824 | 24,687 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $2,715,570 | 24,687 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||