Position in PG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,955,327
+$247,557 QoQ
Shares Held
74,709
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#712
of 3,996 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, 2026Principle Wealth Partners LLC holds $19,635,429 across 7 Household & Personal Products names. PG ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
74,709 | $10,955,327 | |
| 2 | KMB |
Kimberly Clark Corp
|
56,315 | $6,181,697 | |
| 3 | CL |
Colgate Palmolive Co
|
7,595 | $696,309 | |
| 4 | UL |
Unilever PLC
|
8,473 | $509,396 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
4,800 | $465,024 | |
| 6 | CLX |
Clorox Co /De/
|
4,829 | $460,879 | |
| 7 | KVUE |
Kenvue Inc.
|
19,194 | $366,797 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,955,327 | 74,709 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $10,707,770 | 74,133 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $10,640,767 | 74,250 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $11,347,513 | 73,853 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $11,662,701 | 73,203 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $12,451,907 | 73,066 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $12,438,288 | 74,192 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $12,994,503 | 75,026 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,428,041 | 75,358 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,307,149 | 75,853 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $11,023,178 | 75,223 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $11,003,386 | 75,438 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $11,556,518 | 76,160 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $11,361,551 | 76,411 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $11,460,664 | 75,618 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $9,604,847 | 76,078 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,758,799 | 74,823 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $11,612,494 | 75,998 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,576,848 | 76,885 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,827,509 | 77,450 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,380,029 | 76,929 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,669,310 | 78,781 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $10,026,567 | 72,061 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,706,135 | 19,470 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,364,735 | 19,777 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,175,470 | 19,777 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||