GRIMES & Co WEALTH MANAGEMENT, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1321993 WESTBOROUGH, MA

Position in PG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,162,900

+$63,158 QoQ

Shares Held

35,208

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,093

of 4,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $28,377,748 across 5 Household & Personal Products names. PG ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMB	Kimberly Clark Corp	140,069	$15,375,373
2	CLX	Clorox Co /De/	67,169	$6,410,609
3	PG	PROCTER & GAMBLE Co This page	35,208	$5,162,900
4	CL	Colgate Palmolive Co	12,509	$1,146,825
5	SKIN	SkinHealth Systems Inc.	406,987	$282,041

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,162,900	35,208	-0.3%	Shares	Sole	2026-07-17
2026-03-31	$5,099,742	35,307	+0.4%	Shares	Sole	2026-04-21
2025-12-31	$5,042,075	35,183	+0.9%	Shares	Sole	2026-02-03
2025-09-30	$5,358,543	34,875	+0.1%	Shares	Sole	2025-10-27
2025-06-30	$5,548,319	34,825	+4.6%	Shares	Sole	2025-07-22
2025-03-31	$5,672,429	33,285	+0.4%	Shares	Sole	2025-04-17
2024-12-31	$5,557,765	33,151	+1.5%	Shares	Sole	2025-01-21
2024-09-30	$5,657,751	32,666	+3.9%	Shares	Sole	2024-10-22
2024-06-30	$5,185,249	31,441	-1.3%	Shares	Sole	2024-07-22
2024-03-31	$5,166,040	31,840	-1.2%	Shares	Sole	2024-04-17
2023-12-31	$4,722,984	32,230	+18.0%	Shares	Sole	2024-01-24
2023-09-30	$3,982,269	27,302	-0.3%	Shares	Sole	2023-10-19
2023-06-30	$4,154,489	27,379	-5.4%	Shares	Sole	2023-07-19
2023-03-31	$4,302,047	28,933	+5.9%	Shares	Sole	2023-04-20
2022-12-31	$4,141,983	27,329	-1.8%	Shares	Sole	2023-01-25
2022-09-30	$3,513,032	27,826	-0.8%	Shares	Sole	2022-10-28
2022-06-30	$4,033,740	28,053	+0.3%	Shares	Sole	2022-07-22
2022-03-31	$4,275,191	27,979	+0.9%	Shares	Sole	2022-05-06
2021-12-31	$4,537,545	27,739	-1.8%	Shares	Sole	2022-02-01
2021-09-30	$3,948,651	28,245	+1.2%	Shares	Sole	2021-11-08
2021-06-30	$3,764,547	27,900	+0.1%	Shares	Sole	2021-08-04
2021-03-31	$3,776,330	27,884	+14.8%	Shares	Sole	2021-05-12
2020-12-31	$3,378,180	24,279	-1.1%	Shares	Sole	2021-02-02
2020-09-30	$3,410,536	24,538	+0.4%	Shares	Sole	2020-11-12
2020-06-30	$2,923,366	24,449	-0.4%	Shares	Sole	2020-07-31
2020-03-31	$2,700,280	24,548	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.