J.W. COLE ADVISORS, INC.

Position in PG — PROCTER & GAMBLE Co

CIK 1404763 TAMPA, FL

Position in PG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$16,582,784

-$98,356 QoQ

Shares Held

113,085

-2.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#561

of 3,996 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $21,708,566 across 5 Household & Personal Products names. PG ranks #1 (76.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	113,085	$16,582,784
2	CL	Colgate Palmolive Co	24,937	$2,286,224
3	KMB	Kimberly Clark Corp	12,800	$1,405,056
4	UL	Unilever PLC	19,122	$1,149,614
5	CLX	Clorox Co /De/	2,985	$284,888

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,582,784	113,085	-2.8%	Shares	Sole	2026-07-21
2025-12-31	$16,681,140	116,399	-12.5%	Shares	Sole	2026-02-11
2025-09-30	$20,438,369	133,019	-5.9%	Shares	Sole	2025-11-05
2025-06-30	$22,524,661	141,380	+51.9%	Shares	Sole	2025-08-12
2025-03-31	$15,863,545	93,085	+42.9%	Shares	Sole	2025-05-05
2024-12-31	$10,917,703	65,122	+1.2%	Shares	Sole	2025-01-31
2024-09-30	$11,146,286	64,355	+6.0%	Shares	Sole	2024-10-24
2024-06-30	$10,016,746	60,737	+16.1%	Shares	Sole	2024-08-08
2024-03-31	$8,487,135	52,309	+0.4%	Shares	Sole	2024-04-30
2023-12-31	$7,633,708	52,093	+31.0%	Shares	Sole	2024-01-31
2023-09-30	$5,799,247	39,759	+0.4%	Shares	Sole	2023-10-24
2023-06-30	$6,007,993	39,594	-8.6%	Shares	Sole	2023-07-27
2023-03-31	$6,442,440	43,328	+10.3%	Shares	Sole	2023-05-03
2022-12-31	$5,954,034	39,285	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$5,035,355	39,884	+0.5%	Shares	Sole	2022-10-31
2022-06-30	$5,704,868	39,675	-8.6%	Shares	Sole	2022-07-27
2022-03-31	$6,633,353	43,412	+32.5%	Shares	Sole	2022-06-10
2021-12-31	$5,360,680	32,771	-4.8%	Shares	Sole	2022-01-25
2021-09-30	$4,812,475	34,424	+7.1%	Shares	Sole	2021-10-26
2021-06-30	$4,336,110	32,136	-8.0%	Shares	Sole	2021-08-06
2021-03-31	$4,730,705	34,931	+16.1%	Shares	Sole	2021-04-28
2020-12-31	$4,186,722	30,090	-63.8%	Shares	Sole	2021-02-12
2020-09-30	$11,567,025	83,222	+187.8%	Shares	Sole	2020-11-05
2020-06-30	$3,457,246	28,914	+403.5%	Shares	Sole	2020-08-07
2020-03-31	$631,730	5,743	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.