Position in PG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$110,658,210
+$327,428 QoQ
Shares Held
754,625
-1.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#195
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Welch & Forbes LLC holds $152,577,073 across 6 Household & Personal Products names. PG ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
754,625 | $110,658,210 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
357,066 | $34,592,554 | |
| 3 | CL |
Colgate Palmolive Co
|
47,587 | $4,362,776 | |
| 4 | KMB |
Kimberly Clark Corp
|
15,462 | $1,697,263 | |
| 5 | UL |
Unilever PLC
|
13,324 | $801,038 | |
| 6 | KVUE |
Kenvue Inc.
|
24,345 | $465,232 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,658,210 | 754,625 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $110,330,782 | 763,852 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $110,094,754 | 768,228 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $121,056,993 | 787,875 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $125,900,718 | 790,238 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $135,589,049 | 795,617 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $133,161,209 | 794,281 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $137,481,830 | 793,775 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $131,453,114 | 797,072 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $129,628,988 | 798,946 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $117,317,139 | 800,581 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $117,559,805 | 805,977 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $122,710,620 | 808,690 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $119,996,398 | 807,024 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $122,489,579 | 808,192 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $101,744,748 | 805,899 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $115,997,406 | 806,714 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $122,726,362 | 803,183 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $130,397,960 | 797,151 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $111,278,143 | 795,981 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $107,059,938 | 793,448 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $107,587,758 | 794,416 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $111,861,742 | 803,951 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $112,897,546 | 812,271 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $97,158,994 | 812,570 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $87,979,980 | 799,818 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||