Position in PG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,711,435
+$5,455 QoQ
Shares Held
11,671
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,820
of 4,000 holders
Holding Since
Mar 2020
25 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, 2026CWS Financial Advisors, LLC holds $2,299,653 across 2 Household & Personal Products names. PG ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
11,671 | $1,711,435 | |
| 2 | CL |
Colgate Palmolive Co
|
6,416 | $588,218 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,711,435 | 11,671 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,705,980 | 11,811 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,681,026 | 11,730 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,776,501 | 11,562 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,860,220 | 11,676 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,017,943 | 11,841 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,291,272 | 13,667 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,500,834 | 14,439 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,354,562 | 14,277 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,836,832 | 11,321 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,959,239 | 13,370 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,029,496 | 13,914 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,132,553 | 14,054 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,118,981 | 14,251 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,266,276 | 14,953 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,987,301 | 15,741 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,278,496 | 15,846 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,418,518 | 15,828 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,567,060 | 15,693 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $2,024,489 | 15,004 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,025,084 | 14,953 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,135,520 | 15,348 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,178,807 | 15,676 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,945,045 | 16,267 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $604,890 | 5,499 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||