Position in PG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,115,508
+$2,472,754 QoQ
Shares Held
280,384
+4.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#338
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$747,864
PutShares
5,100
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, 2026Lido Advisors, LLC holds $60,658,212 across 10 Household & Personal Products names. PG ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
280,384 | $41,115,508 | |
| 2 | CL |
Colgate Palmolive Co
|
59,027 | $5,411,593 | |
| 3 | KVUE |
Kenvue Inc.
|
244,596 | $4,674,229 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
33,443 | $3,239,956 | |
| 5 | UL |
Unilever PLC
|
34,061 | $2,047,746 | |
| 6 | KMB |
Kimberly Clark Corp
|
15,313 | $1,680,906 | |
| 7 | CLX |
Clorox Co /De/
|
11,649 | $1,111,780 | |
| 8 | EL |
Estee Lauder Companies Inc
|
7,809 | $616,519 |
All Filings in PG
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,864 | 5,100 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $41,115,508 | 280,384 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $38,642,754 | 267,535 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $2,195,488 | 15,200 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $35,917,927 | 250,631 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $2,192,643 | 15,300 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $38,023,918 | 247,471 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $2,350,845 | 15,300 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $33,501,011 | 210,275 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $2,055,228 | 12,900 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $732,806 | 4,300 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $31,704,594 | 186,038 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,447,690 | 14,600 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $55,893,838 | 333,396 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,489,840 | 164,491 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,818,600 | 10,500 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $643,188 | 3,900 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $28,057,508 | 170,128 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $632,775 | 3,900 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $27,210,296 | 167,706 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $571,506 | 3,900 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $20,818,056 | 142,064 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $568,854 | 3,900 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $19,759,652 | 135,470 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,426,904 | 200,520 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $485,568 | 3,200 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $475,808 | 3,200 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $15,091,588 | 101,497 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $575,928 | 3,800 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $17,285,417 | 114,050 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,267,412 | 120,930 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $479,750 | 3,800 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $546,402 | 3,800 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $14,817,703 | 103,051 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,901,664 | 149,880 | Shares | Sole | 2022-05-17 | |
| 2022-03-31 | $580,640 | 3,800 | Put | Sole | 2022-05-17 | |
| 2021-12-31 | $24,226,525 | 148,102 | Shares | Sole | 2022-02-15 | |
| 2021-12-31 | $621,604 | 3,800 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $20,182,227 | 144,365 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $838,800 | 6,000 | Put | Sole | 2022-02-15 | |
| 2021-06-30 | $19,307,943 | 143,096 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $809,580 | 6,000 | Put | Sole | 2021-08-12 | |
| 2021-03-31 | $460,462 | 3,400 | Put | Sole | 2021-11-12 | |
| 2021-03-31 | $19,038,613 | 140,579 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $17,754,542 | 127,602 | Shares | Sole | 2021-02-08 | |
| 2020-12-31 | $473,076 | 3,400 | Put | Sole | 2021-11-12 | |
| 2020-09-30 | $16,821,820 | 121,029 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $305,778 | 2,200 | Put | Sole | 2021-11-12 | |
| 2020-06-30 | $263,054 | 2,200 | Put | Sole | 2021-11-12 | |
| 2020-06-30 | $14,262,787 | 119,284 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||