Position in PG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$58,533,732
+$2,849,486 QoQ
Shares Held
405,246
+4.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Allworth Financial LP holds $73,746,237 across 23 Household & Personal Products names. PG ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
405,246 | $58,533,732 | |
| 2 | UL |
Unilever PLC
|
145,419 | $8,284,520 | |
| 3 | CL |
Colgate Palmolive Co
|
38,375 | $3,270,701 | |
| 4 | KMB |
Kimberly Clark Corp
|
13,126 | $1,266,265 | |
| 5 | KVUE |
Kenvue Inc.
|
41,877 | $721,959 | |
| 6 | CLX |
Clorox Co /De/
|
5,992 | $620,950 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
5,376 | $501,688 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
2,970 | $180,011 |
All Filings in PG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,533,732 | 405,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,684,246 | 388,558 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $55,100,887 | 358,613 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $59,415,526 | 372,932 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $52,764,588 | 309,615 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $49,793,391 | 297,008 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $47,816,190 | 276,075 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $46,237,795 | 280,365 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $18,726,407 | 115,417 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $15,932,560 | 108,725 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $14,692,477 | 100,730 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $14,762,177 | 97,286 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $12,973,499 | 87,252 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13,236,643 | 87,336 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $10,418,276 | 82,521 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,437,631 | 79,544 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,134,612 | 66,326 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,757,653 | 41,311 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,924,863 | 42,381 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,454,781 | 18,193 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,542,171 | 26,155 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,783,913 | 20,008 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,539,764 | 18,273 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,801,680 | 15,068 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,554,740 | 14,134 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||