Position in PG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$313,809
+$69,561 QoQ
Shares Held
2,140
+26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,319
of 3,996 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $540,350 across 2 Household & Personal Products names. PG ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,140 | $313,809 | |
| 2 | CL |
Colgate Palmolive Co
|
2,471 | $226,541 |
All Filings in PG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,809 | 2,140 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $244,248 | 1,691 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $219,120 | 1,529 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $417,620 | 2,718 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $544,555 | 3,418 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $569,714 | 3,343 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $620,305 | 3,700 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $565,844 | 3,267 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $536,484 | 3,253 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $660,682 | 4,072 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $519,044 | 3,542 | Shares | Sole | 2024-03-19 | |
| 2023-09-30 | $588,399 | 4,034 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $532,303 | 3,508 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $482,647 | 3,246 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $460,136 | 3,036 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $288,102 | 2,282 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $262,416 | 1,825 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $308,503 | 2,019 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $339,919 | 2,078 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||