Private Wealth Partners, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1335851 MILL VALLEY, CA

Back to PG Full portfolio

Position in PG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,194,112

-$55,065 QoQ

Shares Held

21,782

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,380

of 4,000 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Derivatives in PG

reported options exposure · as of Dec 31, 2020

CallValue

CallShares

PutValue

$584,388

PutShares

4,200

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

Private Wealth Partners, LLC holds $5,287,864 across 4 Household & Personal Products names. PG ranks #1 (60.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	21,782	$3,194,112
2	CL	Colgate Palmolive Co	13,275	$1,217,052
3	KMB	Kimberly Clark Corp	4,335	$475,852
4	CLX	Clorox Co /De/	4,200	$400,848

All Filings in PG

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,194,112	21,782	-3.2%	Shares	Sole	2026-08-03
2026-03-31	$3,249,177	22,495	-3.2%	Shares	Sole	2026-04-28
2025-12-31	$3,330,811	23,242	-5.8%	Shares	Sole	2026-01-27
2025-09-30	$3,792,082	24,680	-0.3%	Shares	Sole	2025-11-04
2025-06-30	$3,944,285	24,757	-10.1%	Shares	Sole	2025-08-01
2025-03-31	$4,692,514	27,535	-13.1%	Shares	Sole	2025-04-22
2024-12-31	$5,311,654	31,683	+0.3%	Shares	Sole	2025-02-03
2024-09-30	$5,473,466	31,602	-3.3%	Shares	Sole	2024-10-29
2024-06-30	$5,388,266	32,672	-0.1%	Shares	Sole	2024-08-08
2024-03-31	$5,305,088	32,697	-0.5%	Shares	Sole	2024-05-09
2023-12-31	$4,814,132	32,852	-1.5%	Shares	Sole	2024-02-02
2023-09-30	$4,864,722	33,352	+0.6%	Shares	Sole	2023-11-07
2023-06-30	$5,030,484	33,152	+1.0%	Shares	Sole	2023-08-03
2023-03-31	$4,878,816	32,812	-2.1%	Shares	Sole	2023-05-04
2022-12-31	$5,081,352	33,527	+18.0%	Shares	Sole	2023-01-25
2022-09-30	$3,586,383	28,407	+9.4%	Shares	Sole	2022-10-27
2022-06-30	$3,733,075	25,962	-2.6%	Shares	Sole	2022-08-02
2022-03-31	$4,073,953	26,662	+1.9%	Shares	Sole	2022-05-02
2021-12-31	$4,279,579	26,162	-1.1%	Shares	Sole	2022-02-07
2021-09-30	$3,699,387	26,462	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$3,604,250	26,712	+393.3%	Shares	Sole	2021-08-12
2020-12-31	$753,443	5,415	+0.7%	Shares	Sole	2021-02-03
2020-12-31	$584,388	4,200	0.0%	Put	Sole	2021-02-03
2020-09-30	$1,000	4,200	0.0%	Put	Sole	2020-10-29
2020-09-30	$747,349	5,377	+2.9%	Shares	Sole	2020-10-29
2020-06-30	$624,992	5,227	+0.8%	Shares	Sole	2020-07-31
2020-03-31	$570,460	5,186	—	Shares	Sole	2020-04-24
2020-03-31	$2,000	4,200	—	Put	Sole	2020-04-24
No filing history on record for this holder in this stock.