Position in PG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$244,679,770
+$23,679,987 QoQ
Shares Held
1,693,989
+9.8% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
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)
Derivatives in PG
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$1,191,840
PutShares
7,800
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 Mar 31, 2026Creative Planning holds $356,762,169 across 19 Household & Personal Products names. PG ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,693,989 | $244,679,770 | |
| 2 | CL |
Colgate Palmolive Co
|
388,818 | $33,138,957 | |
| 3 | UL |
Unilever PLC
|
405,108 | $23,079,002 | |
| 4 | KMB |
Kimberly Clark Corp
|
124,835 | $12,042,832 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
100,654 | $9,393,030 | |
| 6 | KVUE |
Kenvue Inc.
|
541,664 | $9,338,287 | |
| 7 | CLX |
Clorox Co /De/
|
59,220 | $6,136,968 | |
| 8 | EPC |
EDGEWELL PERSONAL CARE Co
|
207,876 | $4,436,073 |
All Filings in PG
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,191,840 | 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 | $1,600,110 | 11,500 | Put | Sole | 2021-01-29 | |
| 2020-09-30 | $1,389,900 | 10,000 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $122,508,009 | 881,416 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $53,264,847 | 445,470 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $1,195,700 | 10,000 | Put | Sole | 2020-07-23 | |
| 2020-03-31 | $1,100,000 | 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. | ||||||