Position in PG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,526,020
+$82,962 QoQ
Shares Held
17,226
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,535
of 3,996 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $2,950,223 across 2 Household & Personal Products names. PG ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
17,226 | $2,526,020 | |
| 2 | CL |
Colgate Palmolive Co
|
4,627 | $424,203 |
All Filings in PG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,526,020 | 17,226 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,443,058 | 16,914 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,659,816 | 11,582 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,063,212 | 13,428 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,487,730 | 9,338 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,587,803 | 9,317 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,641,628 | 9,792 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,695,974 | 9,792 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,614,896 | 9,792 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,587,778 | 9,786 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,515,516 | 10,342 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,549,616 | 10,624 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,611,630 | 10,621 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,575,965 | 10,599 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,575,617 | 10,396 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,270,453 | 10,063 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,283,038 | 8,923 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,362,670 | 8,918 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,491,031 | 9,115 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,259,877 | 9,012 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,143,801 | 8,477 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||