Occidental Asset Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1770994 Burlingame, CA

Position in PG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,224,444

+$214,809 QoQ

Shares Held

8,350

+19.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,091

of 4,002 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Occidental Asset Management, LLC holds $2,397,548 across 3 Household & Personal Products names. PG ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	8,350	$1,224,444
2	CHD	Church & Dwight Co Inc /De/	9,351	$905,924
3	KMB	Kimberly Clark Corp	2,434	$267,180

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,224,444	8,350	+19.5%	Shares	Sole	2026-08-07
2026-03-31	$1,009,635	6,990	+27.3%	Shares	Sole	2026-04-16
2025-12-31	$786,628	5,489	-2.3%	Shares	Sole	2026-01-08
2025-09-30	$863,205	5,618	+26.2%	Shares	Sole	2025-10-29
2025-06-30	$709,451	4,453	-4.0%	Shares	Sole	2025-07-14
2025-03-31	$790,578	4,639	+19.5%	Shares	Sole	2025-05-15
2024-12-31	$650,649	3,881	-4.6%	Shares	Sole	2025-01-15
2024-09-30	$704,404	4,067	+31.7%	Shares	Sole	2024-10-15
2024-06-30	$509,272	3,088	+23.5%	Shares	Sole	2024-07-15
2024-03-31	$405,625	2,500	+14.6%	Shares	Sole	2024-04-16
2023-12-31	$319,750	2,182	-1.1%	Shares	Sole	2024-01-19
2023-09-30	$321,767	2,206	+0.6%	Shares	Sole	2023-10-18
2023-06-30	$332,765	2,193	-0.0%	Shares	Sole	2023-07-12
2023-03-31	$326,225	2,194	-2.8%	Shares	Sole	2023-05-11
2022-12-31	$342,222	2,258	+48.3%	Shares	Sole	2023-01-24
2022-03-31	$232,714	1,523	+2.0%	Shares	Sole	2022-05-04
2021-12-31	$244,224	1,493	0.0%	Shares	Sole	2022-02-01
2021-09-30	$208,721	1,493	0.0%	Shares	Sole	2021-11-03
2021-06-30	$201,450	1,493	0.0%	Shares	Sole	2021-08-17
2021-03-31	$202,196	1,493	0.0%	Shares	Sole	2021-05-06
2020-12-31	$207,736	1,493	-10.0%	Shares	Sole	2021-01-28
2020-09-30	$230,445	1,658	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.