Position in PG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,779,769
+$20,635 QoQ
Shares Held
12,137
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,789
of 4,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Clearstead Trust, LLC holds $2,082,103 across 8 Household & Personal Products names. PG ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
12,137 | $1,779,769 | |
| 2 | CL |
Colgate Palmolive Co
|
2,434 | $223,149 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
340 | $32,939 | |
| 4 | KMB |
Kimberly Clark Corp
|
298 | $32,711 | |
| 5 | EL |
Estee Lauder Companies Inc
|
82 | $6,473 | |
| 6 | KVUE |
Kenvue Inc.
|
276 | $5,274 | |
| 7 | HELE |
Helen Of Troy Ltd
|
33 | $959 | |
| 8 | COTY |
Coty Inc.
|
384 | $829 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779,769 | 12,137 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,759,134 | 12,179 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,800,690 | 12,565 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,037,552 | 13,261 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,108,281 | 13,233 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,114,400 | 12,407 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,080,536 | 12,410 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,348,765 | 13,561 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,232,522 | 13,537 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,298,109 | 14,164 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,282,067 | 15,573 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,559,405 | 17,547 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,655,753 | 17,502 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,133,641 | 21,075 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,284,435 | 41,465 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,137,996 | 40,697 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,261,791 | 29,639 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,482,693 | 29,337 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,132,137 | 6,921 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $967,555 | 6,921 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $643,346 | 4,768 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $917,267 | 6,773 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $951,021 | 6,835 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $949,996 | 6,835 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $820,848 | 6,865 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $755,150 | 6,865 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||