Steward Partners Investment Advisory, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1723397
STAMFORD, CT
Position in PG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$43,183,371
+$2,894,488 QoQ
Shares Held
298,971
+6.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $69,976,303 across 16 Household & Personal Products names. PG ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
298,971 | $43,183,371 | |
| 2 | CL |
Colgate Palmolive Co
|
77,315 | $6,589,557 | |
| 3 | KMB |
Kimberly Clark Corp
|
63,326 | $6,109,059 | |
| 4 | UL |
Unilever PLC
|
90,453 | $5,153,107 | |
| 5 | EL |
Estee Lauder Companies Inc
|
68,388 | $4,908,206 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
21,209 | $1,979,223 | |
| 7 | CLX |
Clorox Co /De/
|
11,505 | $1,192,263 | |
| 8 | KVUE |
Kenvue Inc.
|
38,275 | $659,861 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,183,371 | 298,971 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $40,288,883 | 281,131 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $41,060,504 | 267,234 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $46,904,126 | 294,402 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $50,267,424 | 294,962 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $48,820,350 | 291,204 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $48,803,430 | 281,775 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,256,536 | 262,288 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $41,838,596 | 257,865 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,833,122 | 251,352 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $36,093,786 | 247,455 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $38,496,741 | 253,702 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,423,102 | 244,960 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,319,838 | 239,640 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $29,644,762 | 234,810 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $29,710,752 | 206,626 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $31,280,299 | 204,714 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $32,455,089 | 198,405 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $27,805,660 | 198,896 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,198,413 | 194,163 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $29,680,432 | 219,157 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $25,228,169 | 181,315 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,777,469 | 178,268 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $30,080,703 | 251,574 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $25,302,750 | 230,025 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||