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Kozak & Associates, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1764970 HIGHLANDS RANCH, CO

Position in PG

as of Jun 30, 2026 · filed Jul 2, 2026
Position Value
$312,783
-$107,537 QoQ
Shares Held
2,133
-26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,320
of 3,996 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Kozak & Associates, Inc. holds $357,748 across 5 Household & Personal Products names. PG ranks #1 (87.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
This page
2,133 $312,783

All Filings in PG

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $312,783 2,133
2026-03-31 $420,320 2,910
2025-12-31 $555,756 3,878
2025-09-30 $719,850 4,685
2025-06-30 $753,742 4,731
2025-03-31 $801,655 4,704
2024-12-31 $795,666 4,746
2024-09-30 $807,804 4,664
2024-06-30 $728,781 4,419
2024-03-31 $821,958 5,066
2023-12-31 $761,861 5,199
2023-09-30 $768,536 5,269
2023-06-30 $791,931 5,219
2023-03-31 $772,147 5,193
2022-12-31 $789,779 5,211
2022-09-30 $654,353 5,183
2022-06-30 $741,668 5,158
2022-03-31 $784,322 5,133
2021-12-31 $839,656 5,133
2021-09-30 $697,042 4,986
2020-12-31 $711,005 5,110