Position in PG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$21,693,588
-$937,067 QoQ
Shares Held
150,191
-4.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $56,865,903 across 8 Household & Personal Products names. PG ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
358,491 | $30,554,187 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
150,191 | $21,693,588 | |
| 3 | KMB |
Kimberly Clark Corp
|
16,541 | $1,595,710 | |
| 4 | UL |
Unilever PLC
|
15,043 | $856,999 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
7,657 | $714,551 | |
| 6 | CLX |
Clorox Co /De/
|
6,242 | $646,858 | |
| 7 | NUS |
Nu Skin Enterprises, Inc.
|
72,397 | $527,050 | |
| 8 | KVUE |
Kenvue Inc.
|
16,065 | $276,960 |
All Filings in PG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,693,588 | 150,191 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,630,655 | 157,914 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $25,796,297 | 161,915 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,324,240 | 107,524 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,869,310 | 106,587 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,913,036 | 103,424 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $16,202,895 | 98,247 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $13,056,257 | 80,470 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,543,248 | 78,772 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $11,121,679 | 76,249 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $796,483 | 5,249 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,917,297 | 19,620 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $8,929,460 | 58,917 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $7,716,778 | 61,123 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $5,528,725 | 38,450 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,792,877 | 31,367 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $5,247,155 | 32,077 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,536,510 | 32,450 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $4,050,598 | 30,020 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $4,117,749 | 30,405 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,886,875 | 27,935 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $3,658,216 | 26,320 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,218,226 | 26,915 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,283,170 | 29,847 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||