Position in PG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,420,400
+$176,362 QoQ
Shares Held
36,964
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,069
of 4,003 holders
Holding Since
Mar 2020
25 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, 2026Heritage Trust Co holds $5,660,356 across 2 Household & Personal Products names. PG ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
36,964 | $5,420,400 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,186 | $239,956 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,420,400 | 36,964 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,244,038 | 36,306 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,376,704 | 37,518 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,923,514 | 38,552 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,991,706 | 37,608 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,385,977 | 37,472 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $6,427,700 | 38,340 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $5,870,986 | 35,599 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $6,842,893 | 42,175 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $6,257,550 | 42,702 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $6,167,251 | 42,282 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $6,496,444 | 42,813 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $6,275,906 | 42,208 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $6,468,428 | 42,679 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $5,217,912 | 41,330 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $5,866,488 | 40,799 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $6,323,016 | 41,381 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $6,403,666 | 39,147 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $4,923,056 | 35,215 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $4,717,017 | 34,959 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $4,706,463 | 34,752 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $4,741,055 | 34,074 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $4,760,546 | 34,251 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $4,258,125 | 35,612 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $3,916,660 | 35,606 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||