Live Oak Private Wealth LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1799877 WILMINGTON, NC

Position in PG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$715,016

+$9,283 QoQ

Shares Held

4,876

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,588

of 4,000 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $7,455,484 across 4 Household & Personal Products names. PG ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLX	Clorox Co /De/	65,586	$6,259,527
2	PG	PROCTER & GAMBLE Co This page	4,876	$715,016
3	CL	Colgate Palmolive Co	3,034	$278,157
4	UL	Unilever PLC	3,373	$202,784

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$715,016	4,876	-0.2%	Shares	Sole	2026-07-20
2026-03-31	$705,733	4,886	-11.7%	Shares	Sole	2026-04-20
2025-12-31	$793,364	5,536	0.0%	Shares	Sole	2026-01-23
2025-09-30	$850,606	5,536	+29.2%	Shares	Sole	2025-10-17
2025-06-30	$682,686	4,285	-3.9%	Shares	Sole	2025-08-04
2025-03-31	$759,902	4,459	-4.2%	Shares	Sole	2025-04-22
2024-12-31	$780,578	4,656	+0.6%	Shares	Sole	2025-01-28
2024-09-30	$801,223	4,626	+0.4%	Shares	Sole	2024-10-22
2024-06-30	$760,116	4,609	-0.7%	Shares	Sole	2024-07-17
2024-03-31	$753,164	4,642	-5.5%	Shares	Sole	2024-04-23
2023-12-31	$719,804	4,912	-2.1%	Shares	Sole	2024-01-29
2023-09-30	$731,633	5,016	-0.6%	Shares	Sole	2023-10-23
2023-06-30	$765,983	5,048	-7.2%	Shares	Sole	2023-08-07
2023-03-31	$808,576	5,438	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$822,819	5,429	-3.6%	Shares	Sole	2023-02-10
2022-09-30	$710,661	5,629	+3.7%	Shares	Sole	2022-10-25
2022-06-30	$780,635	5,429	+30.9%	Shares	Sole	2022-07-27
2022-03-31	$633,814	4,148	-16.7%	Shares	Sole	2022-04-21
2021-12-31	$814,137	4,977	-0.2%	Shares	Sole	2022-02-08
2021-09-30	$696,903	4,985	+27.9%	Shares	Sole	2021-10-29
2021-06-30	$525,957	3,898	+7.5%	Shares	Sole	2021-08-02
2021-03-31	$490,933	3,625	-5.5%	Shares	Sole	2021-05-11
2020-12-31	$533,741	3,836	0.0%	Shares	Sole	2021-01-26
2020-09-30	$533,165	3,836	+17.1%	Shares	Sole	2020-11-09
2020-06-30	$391,711	3,276	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.