Capital Analysts, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1624758 FORT WASHINGTON, PA

Back to PG Full portfolio

Position in PG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$17,253,074

+$966,309 QoQ

Shares Held

117,656

+4.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#548

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Capital Analysts, LLC holds $17,735,333 across 6 Household & Personal Products names. PG ranks #1 (97.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	117,656	$17,253,074
2	UL	Unilever PLC	3,748	$225,329
3	KVUE	Kenvue Inc.	7,589	$145,025
4	KMB	Kimberly Clark Corp	726	$79,693
5	CLX	Clorox Co /De/	204	$19,469
6	CL	Colgate Palmolive Co	139	$12,743

All Filings in PG

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,253,074	117,656	+4.3%	Shares	Defined	2026-08-05
2026-03-31	$16,286,765	112,758	+4.2%	Shares	Defined	2026-05-14
2025-12-31	$15,504,851	108,191	+4.7%	Shares	Defined	2026-05-15
2025-09-30	$15,880,034	103,352	+8.3%	Shares	Defined	2025-11-14
2025-06-30	$15,201,358	95,414	+7.5%	Shares	Defined	2025-08-13
2025-03-31	$15,129,034	88,775	+4.3%	Shares	Defined	2025-05-14
2024-12-31	$14,265,505	85,091	+2.7%	Shares	Defined	2025-02-14
2024-09-30	$14,354,122	82,876	+2.8%	Shares	Defined	2024-11-13
2024-06-30	$13,301,457	80,654	+1.5%	Shares	Defined	2024-08-14
2024-03-31	$12,893,845	79,469	+1.3%	Shares	Defined	2024-05-14
2023-12-31	$11,496,795	78,455	+0.4%	Shares	Defined	2024-01-30
2023-09-30	$11,392,977	78,109	+5.6%	Shares	Defined	2023-11-13
2023-06-30	$11,219,655	73,940	+4.6%	Shares	Defined	2023-08-11
2023-03-31	$10,508,218	70,672	+4.1%	Shares	Defined	2023-05-05
2022-12-31	$10,292,893	67,913	+3.7%	Shares	Defined	2023-02-08
2022-09-30	$8,264,451	65,461	+5.9%	Shares	Defined	2022-11-14
2022-06-30	$8,884,927	61,791	+3.6%	Shares	Defined	2022-08-12
2022-03-31	$9,112,227	59,635	+2.4%	Shares	Defined	2022-05-12
2021-12-31	$9,530,661	58,263	+2.7%	Shares	Defined	2022-02-10
2021-09-30	$7,932,811	56,744	+0.5%	Shares	Defined	2021-11-04
2021-06-30	$7,618,687	56,464	+3.1%	Shares	Defined	2021-11-15
2021-03-31	$7,420,345	54,791	+11.4%	Shares	Defined	2021-05-17
2020-12-31	$6,843,740	49,186	-1.5%	Shares	Sole	2021-02-16
2020-09-30	$6,943,106	49,954	-2.5%	Shares	Sole	2020-11-12
2020-06-30	$6,124,016	51,217	-3.4%	Shares	Sole	2020-08-07
2020-03-31	$5,830,330	53,003	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.