Position in PG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$246,790,133
+$2,110,363 QoQ
Shares Held
1,682,966
-0.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#107
of 4,021 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Jun 30, 2026CallValue
$8,342
CallShares
6,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $389,337,187 across 19 Household & Personal Products names. PG ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,682,966 | $246,790,133 | |
| 2 | CL |
Colgate Palmolive Co
|
444,673 | $40,767,619 | |
| 3 | UL |
Unilever PLC
|
452,555 | $27,207,606 | |
| 4 | KMB |
Kimberly Clark Corp
|
164,876 | $18,098,437 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
126,939 | $12,297,849 | |
| 6 | KVUE |
Kenvue Inc.
|
615,479 | $11,761,802 | |
| 7 | EL |
Estee Lauder Companies Inc
|
113,717 | $8,977,956 | |
| 8 | IPAR |
Interparfums Inc
|
52,658 | $5,890,322 |
All Filings in PG
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34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,790,133 | 1,682,966 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $8,342 | 6,700 | Call | Sole | 2026-08-13 | |
| 2026-03-31 | $244,679,770 | 1,693,989 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $220,999,783 | 1,542,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $242,701,698 | 1,579,575 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $229,737,368 | 1,441,987 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $243,207,233 | 1,427,105 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $231,845,699 | 1,382,915 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $241,344,327 | 1,393,443 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $221,964,483 | 1,345,892 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $218,352,480 | 1,345,778 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $195,127,241 | 1,331,563 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $188,224,015 | 1,290,443 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $185,501,997 | 1,222,499 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $185,350,410 | 1,246,556 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $190,410,284 | 1,256,336 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $153,247,805 | 1,213,844 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $165,941,280 | 1,154,053 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,000 | 7,800 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $156,765,924 | 1,025,955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $152,376,242 | 931,509 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $135,580,836 | 969,820 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $133,185,759 | 987,073 | Shares | Sole | 2021-08-04 | |
| 2021-06-30 | $202,395 | 1,500 | Put | Sole | 2021-08-04 | |
| 2021-03-31 | $131,675,744 | 972,279 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $203,145 | 1,500 | Put | Sole | 2021-04-30 | |
| 2020-12-31 | $133,915,987 | 962,455 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $1,393,400 | 11,500 | Put | Sole | 2021-01-29 | |
| 2020-09-30 | $3,000 | 10,000 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $122,146,729 | 881,416 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $53,264,847 | 445,470 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $7,000 | 10,000 | Put | Sole | 2020-07-23 | |
| 2020-03-31 | $46,000 | 10,000 | Put | Sole | 2020-05-05 | |
| 2020-03-31 | $50,383,850 | 458,035 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||