Position in PG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$51,732,245
+$454,601 QoQ
Shares Held
352,784
-0.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#295
of 4,001 holders
Holding Since
Mar 2020
25 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $123,468,264 across 11 Household & Personal Products names. PG ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
352,784 | $51,732,245 | |
| 2 | UL |
Unilever PLC
|
616,409 | $37,058,509 | |
| 3 | CL |
Colgate Palmolive Co
|
172,218 | $15,788,946 | |
| 4 | KMB |
Kimberly Clark Corp
|
127,919 | $14,041,668 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
20,391 | $1,975,480 | |
| 6 | EL |
Estee Lauder Companies Inc
|
15,748 | $1,243,304 | |
| 7 | KVUE |
Kenvue Inc.
|
48,364 | $924,236 | |
| 8 | CLX |
Clorox Co /De/
|
3,621 | $345,588 |
All Filings in PG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,732,245 | 352,784 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $51,277,644 | 355,010 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $40,985,800 | 285,994 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $43,334,063 | 282,031 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,640,357 | 242,533 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $39,528,919 | 231,950 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $46,958,262 | 280,097 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $54,647,890 | 315,519 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $52,990,115 | 321,308 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $55,369,759 | 341,262 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $51,485,656 | 351,342 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $74,407,561 | 510,130 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $34,752,101 | 229,024 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $47,191,843 | 311,374 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $42,554,456 | 337,065 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $51,143,083 | 355,679 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $52,327,276 | 342,456 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $110,030,614 | 672,641 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $94,302,928 | 674,556 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $90,999,220 | 674,418 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $90,397,899 | 667,488 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $90,311,043 | 649,066 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $91,124,067 | 655,616 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $77,693,477 | 649,774 | 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. | ||||||