Position in PG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$178,314
+$20,586 QoQ
Shares Held
1,216
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#3,775
of 4,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $223,917 across 11 Household & Personal Products names. PG ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,216 | $178,314 | |
| 2 | CL |
Colgate Palmolive Co
|
161 | $14,760 | |
| 3 | UL |
Unilever PLC
|
115 | $6,913 | |
| 4 | EL |
Estee Lauder Companies Inc
|
74 | $5,842 | |
| 5 | KMB |
Kimberly Clark Corp
|
53 | $5,817 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
56 | $5,425 | |
| 7 | KVUE |
Kenvue Inc.
|
216 | $4,127 | |
| 8 | CLX |
Clorox Co /De/
|
24 | $2,290 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,314 | 1,216 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $157,728 | 1,092 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $145,602 | 1,016 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $150,269 | 978 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $141,635 | 889 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $153,889 | 903 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $151,387 | 903 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $158,131 | 913 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $150,571 | 913 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $146,187 | 901 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $134,670 | 919 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $134,045 | 919 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $138,842 | 915 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $132,185 | 889 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $34,252 | 226 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $28,532 | 226 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $32,496 | 226 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $34,532 | 226 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $46,129 | 282 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $41,940 | 300 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $40,479 | 300 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $48,619 | 359 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $53,151 | 382 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $51,982 | 374 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $30,968 | 259 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $27,610 | 251 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||