Plante Moran Financial Advisors, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1424717
SOUTHFIELD, MI
Position in PG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,040,264
+$67,028 QoQ
Shares Held
7,094
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,235
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,202,502 across 9 Household & Personal Products names. PG ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
7,094 | $1,040,264 | |
| 2 | CL |
Colgate Palmolive Co
|
912 | $83,612 | |
| 3 | EL |
Estee Lauder Companies Inc
|
547 | $43,185 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
152 | $14,725 | |
| 5 | KMB |
Kimberly Clark Corp
|
104 | $11,416 | |
| 6 | UL |
Unilever PLC
|
109 | $6,553 | |
| 7 | KVUE |
Kenvue Inc.
|
59 | $1,127 | |
| 8 | IPAR |
Interparfums Inc
|
9 | $1,006 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040,264 | 7,094 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $973,236 | 6,738 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,441,125 | 10,056 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,728,101 | 11,247 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,760,804 | 11,052 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,285,502 | 13,411 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,304,852 | 13,748 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,403,669 | 13,878 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,335,597 | 14,162 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,401,624 | 14,802 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,151,207 | 14,680 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,154,060 | 14,768 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,038,626 | 13,435 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,992,743 | 13,402 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,920,416 | 12,671 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,611,833 | 12,767 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,000,262 | 13,911 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,154,632 | 14,101 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,141,752 | 13,093 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,757,985 | 12,575 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,658,829 | 12,294 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,600,782 | 11,820 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,675,802 | 12,044 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,798,113 | 12,937 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,607,379 | 13,443 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,505,020 | 13,682 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||