PERSONAL CFO SOLUTIONS, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1677501 CHESTER, NJ

Position in PG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,279,287

+$26,704 QoQ

Shares Held

8,724

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,047

of 4,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Defensive · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,388,581 across 5 Household & Personal Products names. PG ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	8,724	$1,279,287
2	CLX	Clorox Co /De/	3,634	$346,828
3	CL	Colgate Palmolive Co	3,419	$313,453
4	EL	Estee Lauder Companies Inc	2,990	$236,060
5	KMB	Kimberly Clark Corp	1,940	$212,953

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,279,287	8,724	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$1,252,583	8,672	-11.5%	Shares	Sole	2026-04-30
2025-12-31	$1,404,151	9,798	+18.2%	Shares	Defined	2026-01-22
2025-09-30	$1,273,451	8,288	+0.4%	Shares	Defined	2025-11-10
2025-06-30	$1,315,823	8,259	+4.6%	Shares	Defined	2025-08-12
2025-03-31	$1,346,147	7,899	+1.3%	Shares	Defined	2025-04-30
2024-12-31	$1,307,334	7,798	-3.0%	Shares	Defined	2025-02-07
2024-09-30	$1,392,701	8,041	+0.5%	Shares	Defined	2024-11-14
2024-06-30	$1,320,019	8,004	-5.0%	Shares	Defined	2024-08-09
2024-03-31	$1,366,956	8,425	-4.9%	Shares	Defined	2024-05-13
2023-12-31	$1,298,490	8,861	+2.0%	Shares	Defined	2024-02-13
2023-09-30	$1,267,231	8,688	+5.5%	Shares	Defined	2023-11-13
2023-06-30	$1,249,882	8,237	+2.0%	Shares	Defined	2023-08-10
2023-03-31	$1,200,523	8,074	+7.8%	Shares	Defined	2023-05-09
2022-12-31	$1,135,032	7,489	+12.2%	Shares	Defined	2023-02-14
2022-09-30	$842,592	6,674	+3.5%	Shares	Defined	2022-11-01
2022-06-30	$927,589	6,451	+5.1%	Shares	Defined	2022-08-05
2022-03-31	$937,886	6,138	+0.3%	Shares	Defined	2022-05-02
2021-12-31	$1,001,109	6,120	-3.6%	Shares	Defined	2022-02-11
2021-09-30	$887,730	6,350	+9.0%	Shares	Defined	2021-11-18
2021-06-30	$786,372	5,828	-20.0%	Shares	Defined	2021-07-22
2021-03-31	$986,472	7,284	-3.2%	Shares	Defined	2021-04-21
2020-12-31	$1,046,611	7,522	+6.4%	Shares	Defined	2021-02-09
2020-09-30	$982,242	7,067	+15.1%	Shares	Defined	2020-11-02
2020-06-30	$734,159	6,140	+14.7%	Shares	Defined	2020-08-03
2020-03-31	$589,050	5,355	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.