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Equibles

EP Wealth Advisors, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1540569 TORRANCE, CA
Back to PG Full portfolio

Position in PG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$31,826,598
+$10,133,010 QoQ
Shares Held
217,039
+44.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#391
of 4,030 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 72% Shared 0% None 28%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $73,710,929 across 7 Household & Personal Products names. PG ranks #2 (43.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CL
Colgate Palmolive Co
 427,686 $39,210,252
2 PG
PROCTER & GAMBLE Co
This page 		217,039 $31,826,598
3 UL
Unilever PLC
 17,205 $1,034,364
4 CLX
Clorox Co /De/
 8,344 $796,351
5 NUS
Nu Skin Enterprises, Inc.
 73,355 $387,314
6 KVUE
Kenvue Inc.
 14,237 $272,069
7 MAGN
Magnera Corp
 15,658 $183,981

All Filings in PG

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $31,826,598 217,039
2026-03-31 $21,693,588 150,191
2025-12-31 $22,630,655 157,914
2025-06-30 $25,796,297 161,915
2025-03-31 $18,324,240 107,524
2024-12-31 $17,869,310 106,587
2024-09-30 $17,913,036 103,424
2024-06-30 $16,202,895 98,247
2024-03-31 $13,056,257 80,470
2023-12-31 $11,543,248 78,772
2023-09-30 $11,121,679 76,249
2023-06-30 $796,483 5,249
2023-03-31 $2,917,297 19,620
2022-12-31 $8,929,460 58,917
2022-09-30 $7,716,778 61,123
2022-06-30 $5,528,725 38,450
2022-03-31 $4,792,877 31,367
2021-12-31 $5,247,155 32,077
2021-09-30 $4,536,510 32,450
2021-06-30 $4,050,598 30,020
2021-03-31 $4,117,749 30,405
2020-12-31 $3,886,875 27,935
2020-09-30 $3,658,216 26,320
2020-06-30 $3,218,226 26,915
2020-03-31 $3,283,170 29,847