Position in PG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,100,471
-$250,867 QoQ
Shares Held
14,324
-12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#621
of 1,772 holders
Holding Since
Mar 2020
26 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, 2026Key Financial Inc holds $2,269,567 across 10 Household & Personal Products names. PG ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
14,324 | $2,100,471 | |
| 2 | KMB |
Kimberly Clark Corp
|
691 | $75,850 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
606 | $58,709 | |
| 4 | ELF |
e.l.f. Beauty, Inc.
|
158 | $11,692 | |
| 5 | CL |
Colgate Palmolive Co
|
103 | $9,443 | |
| 6 | UL |
Unilever PLC
|
137 | $8,236 | |
| 7 | CLX |
Clorox Co /De/
|
35 | $3,340 | |
| 8 | NWL |
Newell Brands Inc.
|
173 | $1,062 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,100,471 | 14,324 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,351,338 | 16,279 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,485,711 | 17,345 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,667,516 | 17,361 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,764,520 | 17,352 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,019,160 | 17,716 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,016,191 | 17,991 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,529,989 | 20,381 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,461,340 | 20,988 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,386,968 | 20,875 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,081,882 | 21,031 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,077,500 | 21,099 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,215,067 | 21,188 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,210,960 | 21,595 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,232,471 | 21,328 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,692,660 | 21,328 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,053,752 | 14,283 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,192,374 | 14,348 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,303,533 | 14,082 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,968,663 | 14,082 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,906,830 | 14,132 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,867,037 | 13,786 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,913,453 | 13,752 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,905,969 | 13,713 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,647,913 | 13,782 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,437,480 | 13,068 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||