Position in PG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,855,612
+$348,614 QoQ
Shares Held
74,029
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#718
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Perigon Wealth Management, LLC holds $15,685,516 across 8 Household & Personal Products names. PG ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
74,029 | $10,855,612 | |
| 2 | CL |
Colgate Palmolive Co
|
21,327 | $1,955,259 | |
| 3 | CLX |
Clorox Co /De/
|
7,644 | $729,543 | |
| 4 | KVUE |
Kenvue Inc.
|
33,240 | $635,216 | |
| 5 | KMB |
Kimberly Clark Corp
|
4,608 | $505,820 | |
| 6 | UL |
Unilever PLC
|
8,309 | $499,537 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,970 | $287,733 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2,746 | $216,796 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,855,612 | 74,029 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,506,998 | 72,743 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $9,599,333 | 66,983 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $11,431,560 | 74,400 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,793,770 | 67,749 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,423,593 | 67,032 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,416,629 | 68,098 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $10,746,540 | 62,047 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,979,474 | 60,511 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,053,010 | 61,960 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $9,735,384 | 66,435 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $9,886,099 | 67,778 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $10,783,403 | 71,065 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,183,036 | 34,858 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,438,124 | 35,881 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $3,553,180 | 28,144 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $4,065,806 | 28,276 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,231,337 | 27,692 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,378,709 | 26,768 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,282,504 | 23,480 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,987,350 | 22,140 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,049,341 | 22,516 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,180,462 | 22,858 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,969,660 | 21,366 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,393,432 | 20,017 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,117,500 | 19,250 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||