KELLEHER FINANCIAL ADVISORS

Position in PG — PROCTER & GAMBLE Co

CIK 1507971 NEW YORK, NY

Position in PG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,575,646

+$553,879 QoQ

Shares Held

10,745

+51.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,879

of 4,000 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $1,704,078 across 6 Household & Personal Products names. PG ranks #1 (92.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	10,745	$1,575,646
2	EL	Estee Lauder Companies Inc	876	$69,160
3	CL	Colgate Palmolive Co	441	$40,430
4	KVUE	Kenvue Inc.	606	$11,580
5	UL	Unilever PLC	88	$5,290
6	SPB	Spectrum Brands Holdings, Inc.	23	$1,972

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,575,646	10,745	+51.9%	Shares	Sole	2026-08-06
2026-03-31	$1,021,767	7,074	+1.9%	Shares	Sole	2026-05-08
2025-12-31	$995,001	6,943	+13.5%	Shares	Sole	2026-01-20
2025-09-30	$940,029	6,118	+9.3%	Shares	Sole	2025-11-14
2025-06-30	$892,032	5,599	+74.2%	Shares	Sole	2025-08-08
2025-03-31	$547,729	3,214	-36.7%	Shares	Sole	2025-05-14
2024-12-31	$850,991	5,076	+2.1%	Shares	Sole	2025-01-17
2024-09-30	$860,804	4,970	0.0%	Shares	Sole	2024-11-08
2024-06-30	$819,652	4,970	-8.7%	Shares	Sole	2024-07-29
2024-03-31	$882,964	5,442	+25.3%	Shares	Sole	2024-05-09
2023-12-31	$636,276	4,342	+8.3%	Shares	Sole	2024-04-25
2023-09-30	$584,606	4,008	+2.5%	Shares	Sole	2024-04-25
2023-06-30	$593,455	3,911	+47.0%	Shares	Sole	2024-04-25
2023-03-31	$395,664	2,661	-50.1%	Shares	Sole	2024-04-25
2022-12-31	$808,875	5,337	-15.0%	Shares	Sole	2024-04-25
2022-09-30	$792,976	6,281	-27.0%	Shares	Other	2022-11-14
2022-06-30	$1,236,737	8,601	+36.9%	Shares	Other	2022-08-15
2022-03-31	$959,736	6,281	-1.7%	Shares	Other	2022-05-16
2021-12-31	$1,044,785	6,387	-21.8%	Shares	Other	2022-02-15
2021-09-30	$1,142,445	8,172	+29.9%	Shares	Other	2021-11-15
2021-06-30	$848,979	6,292	0.0%	Shares	Other	2021-08-16
2021-03-31	$852,125	6,292	0.0%	Shares	Other	2021-05-13
2020-12-31	$875,468	6,292	-2.3%	Shares	Other	2021-02-12
2020-09-30	$895,373	6,442	0.0%	Shares	Other	2020-11-13
2020-06-30	$770,269	6,442	+36.7%	Shares	Other	2021-11-02
2020-03-31	$518,210	4,711	—	Shares	Other	2020-05-14
No filing history on record for this holder in this stock.