Position in PG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$49,753,925
+$1,219,052 QoQ
Shares Held
339,293
+1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#306
of 4,003 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, 2026Sequoia Financial Advisors, LLC holds $70,788,734 across 13 Household & Personal Products names. PG ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
339,293 | $49,753,925 | |
| 2 | KMB |
Kimberly Clark Corp
|
67,535 | $7,413,316 | |
| 3 | CL |
Colgate Palmolive Co
|
67,984 | $6,232,773 | |
| 4 | UL |
Unilever PLC
|
34,743 | $2,088,749 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
18,352 | $1,777,941 | |
| 6 | KVUE |
Kenvue Inc.
|
65,130 | $1,244,634 | |
| 7 | EL |
Estee Lauder Companies Inc
|
7,705 | $608,309 | |
| 8 | CLX |
Clorox Co /De/
|
5,550 | $529,692 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,753,925 | 339,293 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $48,534,873 | 336,021 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $47,350,770 | 330,408 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $51,536,822 | 335,417 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $52,810,915 | 331,477 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $54,161,861 | 317,814 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $49,057,743 | 292,620 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $46,120,042 | 266,282 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $41,609,480 | 252,301 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $40,399,438 | 248,995 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,774,232 | 148,589 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,825,551 | 60,507 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,331,858 | 61,499 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,955,152 | 60,227 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,561,162 | 63,085 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,918,195 | 38,956 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $6,206,263 | 43,162 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $8,134,308 | 53,235 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,605,125 | 52,605 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $2,730,014 | 19,528 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,239,567 | 46,243 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,829,719 | 43,046 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,840,819 | 34,791 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,083,943 | 29,383 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,458,083 | 28,921 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $3,185,930 | 28,963 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||