Position in PG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,159,883
+$24,566 QoQ
Shares Held
28,368
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,196
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $4,621,728 across 12 Household & Personal Products names. PG ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
28,368 | $4,159,883 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,771 | $304,172 | |
| 3 | KVUE |
Kenvue Inc.
|
2,836 | $54,195 | |
| 4 | UL |
Unilever PLC
|
752 | $45,210 | |
| 5 | CL |
Colgate Palmolive Co
|
314 | $28,787 | |
| 6 | CLX |
Clorox Co /De/
|
122 | $11,643 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
98 | $9,494 | |
| 8 | EL |
Estee Lauder Companies Inc
|
61 | $4,815 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,159,883 | 28,368 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,135,317 | 28,630 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,255,017 | 29,691 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,329,396 | 28,177 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,523,413 | 28,392 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,930,591 | 28,932 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,806,022 | 28,667 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,064,194 | 29,239 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,944,481 | 17,854 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,948,244 | 18,171 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,674,794 | 18,253 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,696,805 | 18,489 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,732,837 | 18,010 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,717,755 | 18,278 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,774,912 | 18,309 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,321,990 | 18,392 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,697,644 | 18,761 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,865,305 | 18,752 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,061,726 | 18,717 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,448,317 | 17,513 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,251,307 | 16,685 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,342,261 | 17,295 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,425,071 | 17,429 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,435,521 | 17,523 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,093,311 | 17,507 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,967,680 | 17,888 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||