Bell & Brown Wealth Advisors, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1725362
NEWPORT BEACH, CA
Position in PG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,934,266
+$181,096 QoQ
Shares Held
20,010
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,436
of 4,001 holders
Holding Since
Mar 2020
21 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, 2026Bell & Brown Wealth Advisors, LLC holds $5,157,767 across 2 Household & Personal Products names. PG ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
20,010 | $2,934,266 | |
| 2 | KMB |
Kimberly Clark Corp
|
20,256 | $2,223,501 |
All Filings in PG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,934,266 | 20,010 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,753,170 | 19,061 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $2,801,193 | 18,231 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,878,434 | 18,067 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,041,656 | 17,848 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,910,571 | 17,361 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $2,924,308 | 16,884 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,735,033 | 16,584 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,593,890 | 15,987 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,292,178 | 15,642 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $2,356,370 | 15,529 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,318,077 | 15,590 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,363,578 | 15,595 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,949,552 | 15,442 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,266,561 | 15,763 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,392,084 | 15,655 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,522,730 | 15,422 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,048,629 | 14,654 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $1,642,722 | 11,819 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,449,547 | 12,123 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,345,520 | 12,232 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||