Position in PG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,044,223
+$12,489 QoQ
Shares Held
7,121
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,233
of 4,003 holders
Holding Since
Mar 2020
26 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, 2026Outlook Wealth Advisors, LLC holds $1,559,593 across 2 Household & Personal Products names. PG ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
7,121 | $1,044,223 | |
| 2 | KMB |
Kimberly Clark Corp
|
4,695 | $515,370 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,223 | 7,121 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,031,734 | 7,143 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,021,800 | 7,130 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,087,688 | 7,079 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $872,754 | 5,478 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $933,901 | 5,480 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $910,507 | 5,431 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,285,663 | 7,423 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,194,680 | 7,244 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,128,286 | 6,954 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $962,767 | 6,570 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $898,935 | 6,163 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $879,181 | 5,794 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $777,648 | 5,230 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $800,843 | 5,284 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $664,453 | 5,263 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $757,341 | 5,267 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $799,755 | 5,234 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $839,819 | 5,134 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $677,470 | 4,846 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $653,870 | 4,846 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $661,169 | 4,882 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $679,281 | 4,882 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $727,195 | 5,232 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $669,831 | 5,602 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $626,890 | 5,699 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||