Position in PG
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$31,454,426
-$9,644,387 QoQ
Shares Held
214,501
-24.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#395
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)
Derivatives in PG
reported options exposure · as of Mar 31, 2024CallValue
$81,125
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $51,641,981 across 8 Household & Personal Products names. PG ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
214,501 | $31,454,426 | |
| 2 | CL |
Colgate Palmolive Co
|
90,487 | $8,295,848 | |
| 3 | KMB |
Kimberly Clark Corp
|
41,870 | $4,596,069 | |
| 4 | UL |
Unilever PLC
|
50,618 | $3,043,154 | |
| 5 | EL |
Estee Lauder Companies Inc
|
22,332 | $1,763,111 | |
| 6 | CLX |
Clorox Co /De/
|
15,943 | $1,521,599 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
7,663 | $742,391 | |
| 8 | KVUE |
Kenvue Inc.
|
11,794 | $225,383 |
All Filings in PG
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,454,426 | 214,501 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $41,098,813 | 284,539 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,458,270 | 163,689 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $30,597,400 | 199,137 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,487,861 | 354,556 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $64,784,481 | 380,146 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $57,960,293 | 345,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,734,198 | 339,112 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $61,691,954 | 374,072 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $81,125 | 500 | Call | Sole | 2024-05-14 | |
| 2024-03-31 | $64,853,758 | 399,715 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $61,938,941 | 422,676 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $65,473,636 | 448,880 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,681,709 | 195,609 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $54,796,279 | 368,527 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,997,195 | 211,119 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,024,696 | 214,057 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $29,099,357 | 202,374 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $36,526,992 | 239,051 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $19,744,106 | 120,700 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,278,581 | 123,595 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,706,661 | 86,761 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,581,837 | 19,064 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,743,144 | 26,902 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,823,826 | 13,122 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,746,678 | 14,608 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $879,010 | 7,991 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||