Advisor OS, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1767580 CHICAGO, IL

Position in PG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,984,059

+$159,437 QoQ

Shares Held

27,169

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,225

of 3,996 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Advisor OS, LLC holds $5,127,995 across 4 Household & Personal Products names. PG ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	27,169	$3,984,059
2	CL	Colgate Palmolive Co	4,953	$454,089
3	KMB	Kimberly Clark Corp	4,131	$453,457
4	UL	Unilever PLC	3,932	$236,390

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,984,059	27,169	+2.6%	Shares	Sole	2026-08-05
2026-03-31	$3,824,622	26,479	+0.5%	Shares	Sole	2026-05-08
2025-12-31	$3,774,065	26,335	+9.4%	Shares	Sole	2026-02-04
2025-09-30	$3,698,353	24,070	-1.0%	Shares	Sole	2025-11-12
2025-06-30	$3,873,704	24,314	+4.6%	Shares	Sole	2025-08-14
2025-03-31	$3,960,046	23,237	+0.8%	Shares	Sole	2025-05-06
2024-12-31	$3,864,329	23,050	+5.6%	Shares	Sole	2025-02-05
2024-09-30	$3,781,991	21,836	+10.7%	Shares	Sole	2024-11-04
2024-06-30	$3,252,382	19,721	+9.2%	Shares	Sole	2024-08-05
2024-03-31	$2,929,744	18,057	+17.8%	Shares	Sole	2024-05-09
2023-12-31	$2,245,721	15,325	+11.1%	Shares	Sole	2024-02-08
2023-09-30	$2,012,281	13,796	-21.4%	Shares	Sole	2023-11-03
2023-06-30	$2,664,399	17,559	+10.5%	Shares	Sole	2023-08-08
2023-03-31	$2,363,721	15,897	-0.7%	Shares	Sole	2023-04-25
2022-12-31	$2,427,078	16,014	+28.6%	Shares	Sole	2023-02-01
2022-09-30	$1,571,683	12,449	-7.3%	Shares	Sole	2022-11-04
2022-06-30	$1,930,808	13,428	+28.4%	Shares	Sole	2022-08-02
2022-03-31	$1,598,131	10,459	+11.9%	Shares	Sole	2022-05-11
2021-12-31	$1,528,815	9,346	+7.8%	Shares	Sole	2022-02-04
2021-09-30	$1,211,642	8,667	+5.2%	Shares	Sole	2021-11-15
2021-06-30	$1,112,090	8,242	+18.5%	Shares	Sole	2021-08-10
2021-03-31	$942,183	6,957	+9.1%	Shares	Other	2021-05-13
2020-12-31	$887,295	6,377	+155.3%	Shares	Sole	2021-02-10
2020-09-30	$347,197	2,498	-56.8%	Shares	Sole	2020-11-12
2020-06-30	$691,114	5,780	—	Shares	Sole	2020-08-28
No filing history on record for this holder in this stock.