Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,671,782
+$972,960 QoQ
Shares Held
454,663
-0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#250
of 4,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Waverly Advisors, LLC holds $97,575,881 across 9 Household & Personal Products names. PG ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
454,663 | $66,671,782 | |
| 2 | CL |
Colgate Palmolive Co
|
180,975 | $16,591,788 | |
| 3 | UL |
Unilever PLC
|
121,688 | $7,315,882 | |
| 4 | KMB |
Kimberly Clark Corp
|
30,992 | $3,401,991 | |
| 5 | CLX |
Clorox Co /De/
|
22,152 | $2,114,186 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
11,239 | $831,686 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,736 | $265,063 | |
| 8 | KVUE |
Kenvue Inc.
|
12,911 | $246,729 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,671,782 | 454,663 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $65,698,822 | 454,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,711,074 | 458,524 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $57,082,972 | 371,513 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,553,979 | 354,971 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $49,851,087 | 292,519 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,573,608 | 265,873 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,854,552 | 108,860 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,163,809 | 98,010 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,320,935 | 38,958 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,931,375 | 26,828 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,732,119 | 25,587 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $3,497,303 | 23,048 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $993,248 | 6,680 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,459,977 | 9,633 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,265,151 | 10,021 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $838,582 | 5,832 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $843,608 | 5,521 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $901,652 | 5,512 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $896,537 | 6,413 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $621,351 | 4,605 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $568,399 | 4,197 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,345,483 | 9,670 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,260,222 | 9,067 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,113,316 | 9,311 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $973,830 | 8,853 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||