EXENCIAL WEALTH ADVISORS, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1576151 OKLAHOMA CITY, OK

Position in PG

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$3,101,849

+$148,947 QoQ

Shares Held

21,475

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $8,004,134 across 3 Household & Personal Products names. PG ranks #2 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	65,336	$3,722,191
2	PG	PROCTER & GAMBLE Co This page	21,475	$3,101,849
3	CL	Colgate Palmolive Co	13,846	$1,180,094

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,101,849	21,475	+4.2%	Shares	Sole	2026-04-28
2025-12-31	$2,952,902	20,605	-0.7%	Shares	Sole	2026-01-30
2025-09-30	$3,189,620	20,759	+0.8%	Shares	Sole	2025-10-27
2025-06-30	$3,279,602	20,585	+0.7%	Shares	Sole	2025-07-30
2025-03-31	$3,485,429	20,452	+27.6%	Shares	Sole	2025-05-09
2024-12-31	$2,686,255	16,023	+1.5%	Shares	Sole	2025-02-06
2024-09-30	$2,734,308	15,787	-2.5%	Shares	Sole	2024-10-31
2024-06-30	$2,670,054	16,190	+3.8%	Shares	Sole	2024-08-12
2024-03-31	$2,531,749	15,604	-4.0%	Shares	Sole	2024-05-10
2023-12-31	$2,381,275	16,250	+13.1%	Shares	Sole	2024-02-13
2023-09-30	$2,095,716	14,368	-4.3%	Shares	Sole	2023-11-08
2023-06-30	$2,277,769	15,011	+1.5%	Shares	Sole	2023-08-10
2023-03-31	$2,199,571	14,793	-1.5%	Shares	Sole	2023-05-02
2022-12-31	$2,276,128	15,018	+5.6%	Shares	Sole	2023-02-14
2022-09-30	$1,795,401	14,221	-0.7%	Shares	Sole	2022-11-08
2022-06-30	$2,059,791	14,325	-3.8%	Shares	Sole	2022-08-11
2022-03-31	$2,275,192	14,890	+4.4%	Shares	Sole	2022-05-12
2021-12-31	$2,332,650	14,260	-8.2%	Shares	Sole	2022-02-10
2021-09-30	$2,171,513	15,533	+16.3%	Shares	Sole	2021-11-04
2021-06-30	$1,802,664	13,360	+7.6%	Shares	Sole	2021-08-16
2021-03-31	$1,680,821	12,411	-11.1%	Shares	Sole	2021-05-06
2020-12-31	$1,942,672	13,962	-20.3%	Shares	Sole	2021-02-11
2020-09-30	$2,435,938	17,526	+11.2%	Shares	Sole	2020-11-13
2020-06-30	$1,884,303	15,759	+10.8%	Shares	Sole	2020-08-17
2020-03-31	$1,564,200	14,220	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.