Position in PG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,916,425
-$713,863 QoQ
Shares Held
61,731
-8.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Evercore Wealth Management, LLC holds $15,195,409 across 6 Household & Personal Products names. PG ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
61,731 | $8,916,425 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
31,861 | $2,973,268 | |
| 3 | CL |
Colgate Palmolive Co
|
24,133 | $2,056,854 | |
| 4 | KMB |
Kimberly Clark Corp
|
8,097 | $781,116 | |
| 5 | KVUE |
Kenvue Inc.
|
13,846 | $238,705 | |
| 6 | ACU |
Acme United Corp
|
5,100 | $229,041 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,916,425 | 61,731 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,630,288 | 67,199 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,605,229 | 69,022 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,470,879 | 71,999 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $12,612,101 | 74,006 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $12,768,390 | 76,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,281,148 | 76,681 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,783,937 | 77,516 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,642,194 | 77,918 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $14,005,705 | 95,576 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,018,457 | 96,109 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,652,467 | 96,563 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $14,301,152 | 96,181 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,002,014 | 98,984 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,258,116 | 97,094 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $13,940,439 | 96,950 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $15,185,416 | 99,381 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $16,103,795 | 98,446 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,649,651 | 97,637 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,285,880 | 98,465 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,503,453 | 99,708 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,515,921 | 82,765 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,428,729 | 82,227 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,815,739 | 82,092 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,779,210 | 79,811 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||