Position in PG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$545,647
+$61,340 QoQ
Shares Held
3,721
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,848
of 4,001 holders
Holding Since
Mar 2020
11 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 Advantage, Inc. holds $776,628 across 2 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
|
3,721 | $545,647 | |
| 2 | UL |
Unilever PLC
|
3,842 | $230,981 |
All Filings in PG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,647 | 3,721 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $484,307 | 3,353 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $488,400 | 3,408 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $488,299 | 3,178 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $521,135 | 3,271 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $617,261 | 3,622 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $607,228 | 3,622 | Shares | Sole | 2025-02-14 | |
| 2021-03-31 | $447,867 | 3,307 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $458,327 | 3,294 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $444,202 | 3,715 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $409,860 | 3,726 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||