WHALEROCK POINT PARTNERS, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1389709 West Palm Beach, FL

Position in PG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,140,295

-$51,540 QoQ

Shares Held

21,415

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,387

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $4,718,996 across 4 Household & Personal Products names. PG ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	21,415	$3,140,295
2	CLX	Clorox Co /De/	7,905	$754,453
3	EL	Estee Lauder Companies Inc	7,083	$559,202
4	CL	Colgate Palmolive Co	2,891	$265,046

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,140,295	21,415	-3.1%	Shares	Sole	2026-08-13
2026-03-31	$3,191,835	22,098	+6.9%	Shares	Sole	2026-05-15
2025-12-31	$2,961,501	20,665	-2.8%	Shares	Sole	2026-02-13
2025-09-30	$3,266,599	21,260	+3.6%	Shares	Sole	2025-11-12
2025-06-30	$3,270,839	20,530	+1.3%	Shares	Sole	2025-08-13
2025-03-31	$3,455,095	20,274	+9.4%	Shares	Sole	2025-05-15
2024-12-31	$3,108,063	18,539	+1.3%	Shares	Sole	2025-02-14
2024-09-30	$3,168,520	18,294	+1.5%	Shares	Sole	2024-11-13
2024-06-30	$2,971,693	18,019	0.0%	Shares	Sole	2024-08-13
2024-03-31	$2,923,582	18,019	-4.5%	Shares	Sole	2024-05-15
2023-12-31	$2,765,063	18,869	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$2,750,773	18,859	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,861,664	18,859	+2.2%	Shares	Sole	2023-08-14
2023-03-31	$2,742,587	18,445	+2.1%	Shares	Sole	2023-05-10
2022-12-31	$2,737,173	18,060	0.0%	Shares	Sole	2023-02-14
2022-09-30	$2,280,075	18,060	+6.9%	Shares	Sole	2022-11-16
2022-06-30	$2,429,332	16,895	+1.7%	Shares	Sole	2022-08-12
2022-03-31	$2,538,008	16,610	+1.1%	Shares	Sole	2022-05-16
2021-12-31	$2,687,619	16,430	+2.7%	Shares	Sole	2022-02-15
2021-09-30	$2,236,101	15,995	0.0%	Shares	Sole	2021-11-12
2021-06-30	$2,158,205	15,995	-11.8%	Shares	Sole	2021-08-10
2021-03-31	$2,454,668	18,125	-8.8%	Shares	Sole	2021-05-13
2020-12-31	$2,766,103	19,880	+666.1%	Shares	Sole	2021-02-12
2020-09-30	$360,679	2,595	-87.8%	Shares	Sole	2020-11-13
2020-06-30	$2,553,178	21,353	+1.8%	Shares	Sole	2020-08-11
2020-03-31	$2,307,030	20,973	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.