Position in PG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$324,892,791
+$13,645,111 QoQ
Shares Held
2,249,327
+3.6% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $406,204,765 across 12 Household & Personal Products names. PG ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,249,327 | $324,892,791 | |
| 2 | KMB |
Kimberly Clark Corp
|
250,057 | $24,122,998 | |
| 3 | CL |
Colgate Palmolive Co
|
252,733 | $21,540,433 | |
| 4 | UL |
Unilever PLC
|
191,789 | $10,926,219 | |
| 5 | CLX |
Clorox Co /De/
|
93,845 | $9,725,157 | |
| 6 | KVUE |
Kenvue Inc.
|
478,984 | $8,257,684 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
26,900 | $2,510,308 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
19,084 | $1,406,490 |
All Filings in PG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,892,791 | 2,249,327 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $311,247,680 | 2,171,849 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $292,541,763 | 1,903,949 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $292,490,967 | 1,835,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $303,755,074 | 1,782,391 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $289,456,442 | 1,726,552 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $196,366,712 | 1,133,757 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $435,931,716 | 2,643,292 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $140,260,744 | 864,473 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $52,117,830 | 355,656 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||