UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1463217 IRVING, TX

Back to PG Full portfolio

Position in PG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$51,277,644

+$10,291,844 QoQ

Shares Held

355,010

+24.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.08450466184051153.ToString("F0")% Shared 0.ToString("F0")% None 99.91549533815949.ToString("F0")%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $118,306,782 across 11 Household & Personal Products names. PG ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	355,010	$51,277,644
2	UL	Unilever PLC	617,579	$35,183,475
3	CL	Colgate Palmolive Co	171,064	$14,579,784
4	KMB	Kimberly Clark Corp	126,474	$12,200,946
5	CHD	Church & Dwight Co Inc /De/	22,423	$2,092,514
6	EL	Estee Lauder Companies Inc	17,327	$1,243,558
7	KVUE	Kenvue Inc.	48,496	$836,071
8	CLX	Clorox Co /De/	5,245	$543,539

All Filings in PG

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$51,277,644	355,010	+24.1%	Shares	Defined	2026-05-15
2025-12-31	$40,985,800	285,994	+1.4%	Shares	Defined	2026-02-17
2025-09-30	$43,334,063	282,031	+16.3%	Shares	Defined	2025-11-14
2025-06-30	$38,640,357	242,533	+4.6%	Shares	Defined	2025-08-11
2025-03-31	$39,528,919	231,950	-17.2%	Shares	Defined	2025-05-13
2024-12-31	$46,958,262	280,097	-11.2%	Shares	Defined	2025-02-13
2024-09-30	$54,647,890	315,519	-1.8%	Shares	Defined	2024-11-12
2024-06-30	$52,990,115	321,308	-5.8%	Shares	Defined	2024-08-14
2024-03-31	$55,369,759	341,262	-2.9%	Shares	Defined	2024-05-15
2023-12-31	$51,485,656	351,342	-31.1%	Shares	Defined	2024-02-14
2023-09-30	$74,407,561	510,130	+122.7%	Shares	Defined	2023-11-14
2023-06-30	$34,752,101	229,024	-6.5%	Shares	Defined	2023-08-14
2023-03-31	$36,409,868	244,871	-21.4%	Shares	Defined	2023-08-15
2022-12-31	$47,191,843	311,374	-7.6%	Shares	Defined	2023-02-15
2022-09-30	$42,554,456	337,065	-5.2%	Shares	Defined	2022-11-14
2022-06-30	$51,143,083	355,679	+3.9%	Shares	Defined	2022-08-11
2022-03-31	$52,327,276	342,456	-49.1%	Shares	Defined	2022-05-16
2021-12-31	$110,030,614	672,641	-0.3%	Shares	Defined	2022-02-14
2021-09-30	$94,302,928	674,556	+0.0%	Shares	Defined	2021-11-15
2021-06-30	$90,999,220	674,418	+1.0%	Shares	Defined	2021-08-13
2021-03-31	$90,397,899	667,488	+2.8%	Shares	Defined	2021-05-14
2020-12-31	$90,311,043	649,066	-1.0%	Shares	Defined	2021-02-17
2020-09-30	$91,124,067	655,616	+0.9%	Shares	Defined	2020-11-13
2020-06-30	$77,693,477	649,774	+6.6%	Shares	Defined	2020-08-13
2020-03-31	$67,075,030	609,773	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.