APPLETON PARTNERS INC/MA

Position in PG — PROCTER & GAMBLE Co

CIK 1055290 BOSTON, MA

Position in PG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$7,730,274

-$1,009,212 QoQ

Shares Held

52,716

-12.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#878

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $8,493,384 across 3 Household & Personal Products names. PG ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	52,716	$7,730,274
2	CHD	Church & Dwight Co Inc /De/	4,507	$436,638
3	CL	Colgate Palmolive Co	3,561	$326,472

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,730,274	52,716	-12.9%	Shares	Sole	2026-07-21
2026-03-31	$8,739,486	60,506	-1.2%	Shares	Sole	2026-04-28
2025-12-31	$8,773,724	61,222	-2.8%	Shares	Sole	2026-01-09
2025-09-30	$9,675,494	62,971	-1.2%	Shares	Sole	2025-11-05
2025-06-30	$10,149,321	63,704	-3.6%	Shares	Sole	2025-07-22
2025-03-31	$11,267,488	66,116	+1.2%	Shares	Sole	2025-04-22
2024-12-31	$10,955,256	65,346	-5.1%	Shares	Sole	2025-01-28
2024-09-30	$11,927,071	68,863	-2.1%	Shares	Sole	2024-10-01
2024-06-30	$11,600,307	70,339	-2.5%	Shares	Sole	2024-07-02
2024-03-31	$11,709,744	72,171	-7.3%	Shares	Sole	2024-04-01
2023-12-31	$11,403,156	77,816	-1.3%	Shares	Sole	2024-01-02
2023-09-30	$11,497,414	78,825	+3.4%	Shares	Sole	2023-10-03
2023-06-30	$11,569,416	76,245	-1.6%	Shares	Sole	2023-07-10
2023-03-31	$11,523,921	77,503	+3.2%	Shares	Sole	2023-04-10
2022-12-31	$11,383,368	75,108	-0.8%	Shares	Sole	2023-01-19
2022-09-30	$9,555,483	75,687	+0.7%	Shares	Sole	2022-10-27
2022-06-30	$10,805,530	75,148	+0.5%	Shares	Sole	2022-07-08
2022-03-31	$11,423,480	74,761	-0.0%	Shares	Sole	2022-04-05
2021-12-31	$12,234,802	74,794	-0.2%	Shares	Sole	2022-02-03
2021-09-30	$10,474,515	74,925	-2.0%	Shares	Sole	2021-10-14
2021-06-30	$10,314,993	76,447	-2.5%	Shares	Sole	2021-07-07
2021-03-31	$10,623,264	78,441	-1.8%	Shares	Sole	2021-04-19
2020-12-31	$11,110,746	79,853	-2.6%	Shares	Sole	2021-01-19
2020-09-30	$11,391,481	81,959	-1.0%	Shares	Sole	2020-10-14
2020-06-30	$9,899,917	82,796	-1.3%	Shares	Sole	2020-08-14
2020-03-31	$9,231,420	83,922	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.