Position in PG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,290,878
+$124,385 QoQ
Shares Held
56,539
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#853
of 3,996 holders
Holding Since
Dec 2022
14 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, 2026Morningstar Investment Management LLC holds $22,173,270 across 7 Household & Personal Products names. PG ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
56,539 | $8,290,878 | |
| 2 | CL |
Colgate Palmolive Co
|
65,023 | $5,961,308 | |
| 3 | EL |
Estee Lauder Companies Inc
|
41,885 | $3,306,820 | |
| 4 | CLX |
Clorox Co /De/
|
34,539 | $3,296,402 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
6,779 | $656,749 | |
| 6 | KVUE |
Kenvue Inc.
|
19,425 | $371,211 | |
| 7 | KMB |
Kimberly Clark Corp
|
2,641 | $289,902 |
All Filings in PG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,290,878 | 56,539 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,166,493 | 56,539 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,128,382 | 49,741 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,723,524 | 50,267 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $552,362 | 3,467 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $664,229 | 3,962 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $724,668 | 4,184 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $690,025 | 4,184 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $860,411 | 5,303 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $777,101 | 5,303 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $773,495 | 5,303 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $797,848 | 5,258 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $781,812 | 5,258 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $806,753 | 5,323 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||