Position in PG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$277,432,760
+$277,152,517 QoQ
Shares Held
1,891,931
+107457.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#3
of 1,372 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$204,433
PutShares
1,260
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Curated Wealth Partners LLC holds $408,340,542 across 8 Household & Personal Products names. PG ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,891,931 | $277,432,760 | |
| 2 | CL |
Colgate Palmolive Co
|
939,811 | $86,161,872 | |
| 3 | KMB |
Kimberly Clark Corp
|
211,186 | $23,181,886 | |
| 4 | KVUE |
Kenvue Inc.
|
983,816 | $18,800,723 | |
| 5 | EL |
Estee Lauder Companies Inc
|
20,086 | $1,585,789 | |
| 6 | ACU |
Acme United Corp
|
18,109 | $864,161 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,900 | $280,951 | |
| 8 | COTY |
Coty Inc.
|
15,000 | $32,400 |
All Filings in PG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,432,760 | 1,891,931 | Shares | Sole | 2026-07-13 | |
| 2025-06-30 | $280,243 | 1,759 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $302,153 | 1,773 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $211,238 | 1,260 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $218,231 | 1,260 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $207,798 | 1,260 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $204,433 | 1,260 | Put | Other | 2024-04-12 | |
| 2022-12-31 | $212,183 | 1,400 | Shares | Other | 2023-01-30 | |
| 2022-03-31 | $713,422 | 4,669 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $763,753 | 4,669 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $650,629 | 4,654 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $622,701 | 4,615 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $698,818 | 5,160 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $581,605 | 4,180 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||