Position in PG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,442,557
-$560,649 QoQ
Shares Held
132,587
-4.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#516
of 4,000 holders
Holding Since
Jun 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, 2026Atria Investments, Inc holds $35,417,749 across 10 Household & Personal Products names. PG ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
132,587 | $19,442,557 | |
| 2 | UL |
Unilever PLC
|
93,823 | $5,640,638 | |
| 3 | KMB |
Kimberly Clark Corp
|
27,624 | $3,032,286 | |
| 4 | CL |
Colgate Palmolive Co
|
22,481 | $2,061,058 | |
| 5 | EPC |
EDGEWELL PERSONAL CARE Co
|
54,932 | $1,475,473 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
12,613 | $1,221,947 | |
| 7 | CLX |
Clorox Co /De/
|
11,589 | $1,106,054 | |
| 8 | KVUE |
Kenvue Inc.
|
43,328 | $827,998 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,442,557 | 132,587 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,003,206 | 138,488 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,911,904 | 131,965 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $21,901,885 | 142,544 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,552,645 | 154,109 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $28,427,930 | 166,811 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $30,363,259 | 181,111 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $30,784,221 | 177,738 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $30,044,136 | 182,174 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,996,995 | 178,718 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $24,470,568 | 166,989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,057,127 | 164,933 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $24,739,537 | 163,039 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $24,926,391 | 167,640 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $23,759,000 | 156,763 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $18,261,810 | 144,648 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $20,259,867 | 140,899 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $22,160,278 | 145,028 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $22,903,817 | 140,016 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $18,099,906 | 129,470 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $15,963,433 | 118,309 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $14,211,347 | 104,935 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $14,859,178 | 106,793 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,658,203 | 83,878 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,998,874 | 66,897 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||