Position in PG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,804,743
+$967,160 QoQ
Shares Held
39,585
+18.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,028
of 4,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 66%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $14,316,148 across 10 Household & Personal Products names. PG ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
39,585 | $5,804,743 | |
| 2 | UL |
Unilever PLC
|
53,404 | $3,210,648 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
22,570 | $2,186,581 | |
| 4 | CL |
Colgate Palmolive Co
|
11,231 | $1,029,657 | |
| 5 | IPAR |
Interparfums Inc
|
6,171 | $690,288 | |
| 6 | SPB |
Spectrum Brands Holdings, Inc.
|
4,122 | $353,461 | |
| 7 | KMB |
Kimberly Clark Corp
|
3,185 | $349,616 | |
| 8 | KVUE |
Kenvue Inc.
|
16,712 | $319,366 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,804,743 | 39,585 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $4,837,583 | 33,492 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,201,849 | 29,320 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $4,733,955 | 30,810 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,998,983 | 31,377 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,937,748 | 28,974 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,417,777 | 32,316 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,601,114 | 32,339 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,356,766 | 32,481 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,994,217 | 30,781 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,543,471 | 31,005 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,468,711 | 30,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,659,327 | 30,706 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,639,870 | 31,205 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,319,459 | 28,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,360,269 | 26,616 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,778,369 | 26,277 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,508,058 | 29,503 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,687,712 | 28,657 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $3,813,883 | 27,281 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,064,260 | 22,710 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,982,439 | 22,022 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,445,385 | 17,575 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,418,426 | 17,400 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,029,222 | 16,971 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,868,240 | 16,984 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||