Global Retirement Partners, LLC
PensionPosition in PG — PROCTER & GAMBLE Co
CIK 1749744
San Rafael, CA
Position in PG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,636,509
+$1,190,982 QoQ
Shares Held
58,896
+13.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#836
of 4,000 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Global Retirement Partners, LLC holds $14,872,054 across 19 Household & Personal Products names. PG ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
58,896 | $8,636,509 | |
| 2 | UL |
Unilever PLC
|
31,004 | $1,863,960 | |
| 3 | CL |
Colgate Palmolive Co
|
18,364 | $1,683,611 | |
| 4 | KMB |
Kimberly Clark Corp
|
11,453 | $1,257,195 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
3,652 | $353,805 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
4,440 | $328,560 | |
| 7 | CLX |
Clorox Co /De/
|
3,115 | $297,295 | |
| 8 | KVUE |
Kenvue Inc.
|
9,678 | $184,946 |
All Filings in PG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,636,509 | 58,896 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,445,527 | 51,954 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,990,198 | 38,986 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,423,941 | 40,321 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $9,460,992 | 56,433 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,279,016 | 53,574 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,999,429 | 60,632 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,028,723 | 37,157 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,307,385 | 36,218 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,069,364 | 34,755 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,316,969 | 35,040 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,091,889 | 34,245 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,479,052 | 29,553 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,599,766 | 28,513 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,802,238 | 26,443 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,962,562 | 25,933 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,843,682 | 13,188 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,691,752 | 12,538 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,657,663 | 12,240 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,510,503 | 18,043 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,242,603 | 16,135 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,752,298 | 14,655 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,806,310 | 16,421 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||