Position in PG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$576,881
+$24,254 QoQ
Shares Held
3,934
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,784
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, 2026Capital Advisors, Ltd. LLC holds $811,051 across 9 Household & Personal Products names. PG ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
3,934 | $576,881 | |
| 2 | CL |
Colgate Palmolive Co
|
935 | $85,720 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
788 | $76,341 | |
| 4 | KMB |
Kimberly Clark Corp
|
526 | $57,739 | |
| 5 | KVUE |
Kenvue Inc.
|
375 | $7,166 | |
| 6 | CLX |
Clorox Co /De/
|
65 | $6,203 | |
| 7 | IPAR |
Interparfums Inc
|
6 | $671 | |
| 8 | EL |
Estee Lauder Companies Inc
|
3 | $236 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,881 | 3,934 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $552,627 | 3,826 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $542,428 | 3,785 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $606,302 | 3,946 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $631,385 | 3,963 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $687,815 | 4,036 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $570,177 | 3,401 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $588,880 | 3,400 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $567,654 | 3,442 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $581,017 | 3,581 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $539,413 | 3,681 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $535,306 | 3,670 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $556,885 | 3,670 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $359,086 | 2,415 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $365 | 3,522 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $374,583 | 2,967 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $432,951 | 3,011 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $443,578 | 2,903 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $477,490 | 2,919 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $389,482 | 2,786 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $334,086 | 2,476 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $193,123 | 1,426 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $198,413 | 1,426 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $198,199 | 1,426 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $170,506 | 1,426 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $156,860 | 1,426 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||