Castle Rock Wealth Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1727605 WALNUT CREEK, CA

Position in PG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$691,114

+$8,347 QoQ

Shares Held

4,713

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,612

of 4,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Castle Rock Wealth Management, LLC holds $1,686,672 across 3 Household & Personal Products names. PG ranks #2 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co	8,298	$760,760
2	PG	PROCTER & GAMBLE Co This page	4,713	$691,114
3	KMB	Kimberly Clark Corp	2,139	$234,798

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$691,114	4,713	-0.3%	Shares	Sole	2026-07-08
2026-03-31	$682,767	4,727	+8.3%	Shares	Sole	2026-04-08
2025-12-31	$625,404	4,364	-8.9%	Shares	Sole	2026-02-05
2025-09-30	$735,829	4,789	+0.1%	Shares	Sole	2025-10-16
2025-06-30	$762,186	4,784	-3.5%	Shares	Sole	2025-07-23
2025-03-31	$844,601	4,956	+0.0%	Shares	Sole	2025-04-09
2024-12-31	$830,705	4,955	-8.5%	Shares	Sole	2025-03-05
2024-09-30	$937,704	5,414	+0.2%	Shares	Sole	2024-10-09
2024-06-30	$890,897	5,402	-13.5%	Shares	Sole	2024-07-12
2024-03-31	$1,013,738	6,248	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$916,314	6,253	-4.5%	Shares	Sole	2024-01-09
2023-09-30	$955,383	6,550	-32.2%	Shares	Sole	2023-10-11
2023-06-30	$1,466,718	9,666	+6.3%	Shares	Sole	2023-07-11
2023-03-31	$1,352,484	9,096	+52.3%	Shares	Sole	2023-05-12
2022-12-31	$905,267	5,973	0.0%	Shares	Sole	2023-01-31
2022-09-30	$754,091	5,973	+0.1%	Shares	Sole	2022-10-14
2022-06-30	$858,282	5,969	+23.5%	Shares	Sole	2022-07-13
2022-03-31	$738,635	4,834	+30.8%	Shares	Sole	2022-04-25
2021-12-31	$604,428	3,695	-2.1%	Shares	Sole	2022-02-02
2021-09-30	$527,884	3,776	-0.4%	Shares	Sole	2021-11-12
2021-06-30	$511,384	3,790	+10.8%	Shares	Sole	2021-08-13
2021-03-31	$463,306	3,421	-52.4%	Shares	Sole	2021-04-27
2020-12-31	$999,303	7,182	+48.1%	Shares	Sole	2021-01-29
2020-09-30	$673,823	4,848	-34.6%	Shares	Sole	2020-12-07
2020-06-30	$886,491	7,414	+28.9%	Shares	Sole	2020-08-10
2020-03-31	$632,610	5,751	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.