Position in PG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,867,776
+$51,239 QoQ
Shares Held
26,376
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,239
of 3,996 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Montecito Bank & Trust holds $4,746,620 across 2 Household & Personal Products names. PG ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
26,376 | $3,867,776 | |
| 2 | CL |
Colgate Palmolive Co
|
9,586 | $878,844 |
All Filings in PG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,867,776 | 26,376 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $3,816,537 | 26,423 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $4,219,046 | 29,440 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $5,161,870 | 33,595 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $5,417,651 | 31,790 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $5,280,303 | 31,496 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $5,417,003 | 31,276 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $4,115,907 | 24,957 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,911,198 | 24,106 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $3,045,540 | 20,783 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,992,317 | 20,515 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,115,980 | 20,535 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,115,947 | 20,956 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,165,330 | 20,885 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,673,343 | 21,175 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,074,086 | 21,379 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,681,104 | 24,091 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,941,459 | 24,095 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,294,386 | 23,565 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,162,893 | 23,441 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $3,126,536 | 23,086 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,231,247 | 23,223 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,434,859 | 24,713 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,026,674 | 25,313 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,968,900 | 26,990 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||