Position in PG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,262,330
+$7,689,793 QoQ
Shares Held
83,622
+164.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#673
of 3,996 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)
Derivatives in PG
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$334,572
PutShares
2,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $17,957,423 across 7 Household & Personal Products names. PG ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
83,622 | $12,262,330 | |
| 2 | CL |
Colgate Palmolive Co
|
20,832 | $1,909,877 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
13,652 | $1,322,605 | |
| 4 | UL |
Unilever PLC
|
16,419 | $987,110 | |
| 5 | KMB |
Kimberly Clark Corp
|
6,777 | $743,911 | |
| 6 | CLX |
Clorox Co /De/
|
6,461 | $616,637 | |
| 7 | NWL |
Newell Brands Inc.
|
18,722 | $114,953 |
All Filings in PG
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,262,330 | 83,622 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,572,537 | 31,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,652,020 | 46,417 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,398,862 | 48,154 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $334,572 | 2,100 | Put | Sole | 2025-08-05 | |
| 2025-06-30 | $8,319,531 | 52,219 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $357,882 | 2,100 | Put | Sole | 2025-04-17 | |
| 2025-03-31 | $8,568,717 | 50,280 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,675,719 | 51,749 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $352,065 | 2,100 | Put | Sole | 2025-02-06 | |
| 2024-09-30 | $9,090,055 | 52,483 | Shares | Sole | 2024-10-31 | |
| 2024-09-30 | $363,720 | 2,100 | Put | Sole | 2024-10-31 | |
| 2024-06-30 | $346,332 | 2,100 | Put | Sole | 2024-08-05 | |
| 2024-06-30 | $8,811,510 | 53,429 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $340,725 | 2,100 | Put | Sole | 2024-04-30 | |
| 2024-03-31 | $8,408,443 | 51,824 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,683,396 | 45,608 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,525,047 | 44,735 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,142,250 | 47,069 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,710,825 | 45,133 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $6,564,366 | 43,312 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,371,685 | 42,548 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $5,944,853 | 41,344 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,858,734 | 31,798 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,834,116 | 29,552 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,034,488 | 28,859 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,711,789 | 27,509 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,801,249 | 28,068 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,468,621 | 24,929 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,404,421 | 24,494 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,849,711 | 23,833 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,485,230 | 22,593 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||