Destination Wealth Management

Position in PG — PROCTER & GAMBLE Co

CIK 1278573 WALNUT CREEK, CA

Back to PG Full portfolio

Position in PG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,930,082

+$543,607 QoQ

Shares Held

60,898

+4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#815

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Derivatives in PG

reported options exposure · as of Dec 31, 2023

CallValue

$1,988

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Destination Wealth Management holds $75,233,842 across 4 Household & Personal Products names. PG ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co	563,615	$51,672,223
2	PG	PROCTER & GAMBLE Co This page	60,898	$8,930,082
3	UL	Unilever PLC	134,632	$8,094,075
4	KMB	Kimberly Clark Corp	59,556	$6,537,462

All Filings in PG

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30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,930,082	60,898	+4.9%	Shares	Sole	2026-08-14
2026-03-31	$8,386,475	58,062	+3.9%	Shares	Sole	2026-05-15
2025-12-31	$8,012,032	55,907	+2.5%	Shares	Sole	2026-02-13
2025-09-30	$8,377,305	54,522	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$8,534,613	53,569	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$9,094,292	53,364	-4.5%	Shares	Sole	2025-05-15
2024-12-31	$9,364,426	55,857	+1.5%	Shares	Sole	2025-02-07
2024-09-30	$9,536,045	55,058	+0.7%	Shares	Sole	2024-11-25
2024-06-30	$9,015,516	54,666	-0.6%	Shares	Sole	2024-07-25
2024-03-31	$8,926,021	55,014	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$8,052,079	54,948	-4.4%	Shares	Sole	2024-02-14
2023-12-31	$1,988	100	0.0%	Call	Sole	2024-02-14
2023-09-30	$8,382,574	57,470	-1.6%	Shares	Sole	2023-11-14
2023-09-30	$2,196	100	0.0%	Call	Sole	2023-11-14
2023-06-30	$2,679	100	0.0%	Call	Sole	2023-08-11
2023-06-30	$8,866,775	58,434	-1.6%	Shares	Sole	2023-08-11
2023-03-31	$8,829,806	59,384	+2.1%	Shares	Sole	2023-05-05
2023-03-31	$2,563	100	—	Call	Sole	2023-05-05
2022-12-31	$8,816,093	58,169	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$7,402,163	58,631	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$8,174,030	56,847	+0.2%	Shares	Sole	2022-07-29
2022-03-31	$8,667,274	56,723	+1.0%	Shares	Sole	2022-05-12
2021-12-31	$9,190,578	56,184	+1.9%	Shares	Sole	2022-02-04
2021-09-30	$7,707,733	55,134	-0.9%	Shares	Sole	2021-10-25
2021-06-30	$7,506,830	55,635	+4.8%	Shares	Sole	2021-08-13
2021-03-31	$7,188,082	53,076	+5.1%	Shares	Sole	2021-05-05
2020-12-31	$7,025,596	50,493	-1.0%	Shares	Sole	2021-02-11
2020-09-30	$7,089,323	51,006	+0.4%	Shares	Sole	2020-11-12
2020-06-30	$6,076,427	50,819	+8.6%	Shares	Sole	2020-08-14
2020-03-31	$5,149,210	46,811	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.