Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$989,820
-$261,030 QoQ
Shares Held
6,750
-22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,295
of 4,001 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Capital Wealth Planning, LLC holds $15,044,492 across 2 Household & Personal Products names. PG ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
|
233,777 | $14,054,672 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
6,750 | $989,820 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,820 | 6,750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,250,850 | 8,660 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $150,748,361 | 1,051,904 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $389,641,341 | 2,535,902 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $470,919,649 | 2,955,810 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $470,705,493 | 2,762,032 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $433,993,542 | 2,588,688 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $525,343,311 | 3,033,160 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $486,918,877 | 2,952,455 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $473,468,215 | 2,918,140 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $428,715,958 | 2,925,590 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $429,097,511 | 2,941,845 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $433,136,670 | 2,854,466 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $413,154,345 | 2,778,629 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $386,805,671 | 2,552,162 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $276,207,350 | 2,187,781 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $282,430,879 | 1,964,190 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $261,758,318 | 1,713,078 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $249,040,734 | 1,522,440 | Shares | Other | 2022-02-04 | |
| 2021-09-30 | $117,616,955 | 841,323 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $105,932,867 | 785,095 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $93,212,676 | 688,272 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $72,282,673 | 519,496 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $63,066,572 | 453,749 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $50,617,567 | 423,330 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $40,112,380 | 364,658 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||