Position in PG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$380,970
-$93,082 QoQ
Shares Held
2,598
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,140
of 3,996 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 19%
Shared 11%
None 70%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Private Advisory Group LLC holds $721,376 across 2 Household & Personal Products names. PG ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,598 | $380,970 | |
| 2 | CL |
Colgate Palmolive Co
|
3,713 | $340,406 |
All Filings in PG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,970 | 2,598 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $474,052 | 3,282 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $330,042 | 2,303 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $9,505,095 | 61,862 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $9,069,768 | 56,928 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,626,513 | 56,487 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $6,180,248 | 36,864 | Shares | Other | 2025-04-11 | |
| 2024-09-30 | $5,657,578 | 32,665 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,936,385 | 29,932 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,348,137 | 26,799 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,345,226 | 16,004 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,273,228 | 15,585 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,280,803 | 15,031 | Shares | Sole | 2024-01-12 | |
| 2023-03-31 | $2,292,799 | 15,420 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,543,176 | 16,780 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,370,470 | 18,776 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,056,112 | 21,254 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,974,099 | 19,464 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,307,751 | 20,221 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,653,823 | 18,983 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,438,050 | 18,069 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,581,822 | 11,680 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $910,393 | 6,543 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $439,764 | 3,164 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $342,448 | 2,864 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||