Position in PG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,387,553
+$245,635 QoQ
Shares Held
36,740
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,070
of 4,003 holders
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 Jun 30, 2026Keystone Financial Group holds $9,217,853 across 6 Household & Personal Products names. PG ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
36,740 | $5,387,553 | |
| 2 | UL |
Unilever PLC
|
21,400 | $1,286,568 | |
| 3 | KMB |
Kimberly Clark Corp
|
10,253 | $1,125,471 | |
| 4 | CLX |
Clorox Co /De/
|
11,107 | $1,060,052 | |
| 5 | EL |
Estee Lauder Companies Inc
|
2,785 | $219,875 | |
| 6 | NWL |
Newell Brands Inc.
|
22,530 | $138,334 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,387,553 | 36,740 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,141,918 | 35,599 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,227,088 | 36,474 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,200,853 | 40,357 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,805,939 | 36,442 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,271,967 | 36,803 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,872,141 | 40,991 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,271,918 | 36,212 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $5,945,860 | 36,053 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,890,324 | 36,304 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,492,465 | 37,481 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,245,854 | 35,965 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,395,874 | 35,560 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $5,349,310 | 35,295 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,457,635 | 35,308 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,997,277 | 34,754 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,393,764 | 28,755 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,512,190 | 27,584 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,865,190 | 27,648 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,753,212 | 27,816 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,724,054 | 27,498 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,853,899 | 27,698 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,854,470 | 27,732 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,234,727 | 27,053 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,927,760 | 26,616 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||