Keudell/Morrison Wealth Management

Position in PG — PROCTER & GAMBLE Co

CIK 1785498 Salem, OR

Position in PG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$909,314

-$40,956 QoQ

Shares Held

6,201

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#2,366

of 4,001 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $1,901,717 across 3 Household & Personal Products names. PG ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	6,201	$909,314
2	UL	Unilever PLC	8,875	$533,565
3	KMB	Kimberly Clark Corp	4,180	$458,838

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$909,314	6,201	-5.7%	Shares	Sole	2026-07-15
2026-03-31	$950,270	6,579	+5.9%	Shares	Sole	2026-04-20
2025-12-31	$890,385	6,213	-12.4%	Shares	Sole	2026-02-06
2025-06-30	$1,130,534	7,096	-9.0%	Shares	Sole	2025-07-22
2025-03-31	$1,328,935	7,798	-1.3%	Shares	Sole	2025-04-23
2024-12-31	$1,323,932	7,897	-0.6%	Shares	Sole	2025-01-23
2024-09-30	$1,376,247	7,946	-0.6%	Shares	Sole	2024-10-31
2024-06-30	$1,317,710	7,990	-1.7%	Shares	Sole	2024-07-16
2024-03-31	$1,318,443	8,126	-10.2%	Shares	Sole	2024-05-07
2023-12-31	$1,325,893	9,048	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$1,334,473	9,149	-2.3%	Shares	Sole	2023-10-18
2023-06-30	$1,420,438	9,361	-2.3%	Shares	Sole	2023-07-20
2023-03-31	$1,424,747	9,582	+1.2%	Shares	Sole	2023-04-18
2022-12-31	$1,435,273	9,470	-2.9%	Shares	Sole	2023-01-20
2022-09-30	$1,231,821	9,757	+1.8%	Shares	Sole	2022-10-12
2022-06-30	$1,377,795	9,582	-0.8%	Shares	Sole	2022-07-18
2022-03-31	$1,475,589	9,657	+1.3%	Shares	Sole	2022-04-18
2021-12-31	$1,558,917	9,530	+3.2%	Shares	Sole	2022-02-08
2021-06-30	$1,245,538	9,231	+0.7%	Shares	Sole	2021-07-13
2021-03-31	$1,241,080	9,164	+6.8%	Shares	Sole	2021-04-13
2020-12-31	$1,193,821	8,580	+0.8%	Shares	Sole	2021-02-12
2020-09-30	$1,183,082	8,512	-4.1%	Shares	Sole	2020-10-20
2020-06-30	$1,061,303	8,876	-11.3%	Shares	Sole	2020-07-14
2020-03-31	$1,100,770	10,007	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.