Position in PG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$44,483,386
+$3,368,977 QoQ
Shares Held
303,351
+6.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#21
of 760 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, 2026Merit Financial Group, LLC holds $61,971,638 across 12 Household & Personal Products names. PG ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
303,351 | $44,483,386 | |
| 2 | CL |
Colgate Palmolive Co
|
50,925 | $4,668,800 | |
| 3 | EL |
Estee Lauder Companies Inc
|
45,906 | $3,624,277 | |
| 4 | UL |
Unilever PLC
|
43,076 | $2,589,727 | |
| 5 | KMB |
Kimberly Clark Corp
|
21,293 | $2,337,329 | |
| 6 | KVUE |
Kenvue Inc.
|
77,208 | $1,475,442 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
11,156 | $1,080,791 | |
| 8 | CLX |
Clorox Co /De/
|
6,874 | $656,053 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,483,386 | 303,351 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $41,114,409 | 284,647 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $36,464,508 | 254,445 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $34,005,661 | 221,319 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $21,616,059 | 135,677 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $18,880,490 | 110,788 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $17,408,273 | 103,837 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,014,072 | 92,460 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $16,303,826 | 98,859 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,947,714 | 98,291 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,457,691 | 64,540 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,231,511 | 77,002 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,860,908 | 78,166 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,933,384 | 66,806 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $9,938,395 | 65,574 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,265,887 | 41,710 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,366,911 | 65,143 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,008,860 | 26,236 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,940,713 | 11,864 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,679,417 | 12,013 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,601,619 | 11,870 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,531,984 | 11,312 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,593,431 | 11,452 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,562,664 | 11,243 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,376,609 | 11,513 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,256,310 | 11,421 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||