Concord Wealth Partners

Position in PG — PROCTER & GAMBLE Co

CIK 1814214 ABINGDON, VA

Position in PG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,821,145

+$100,227 QoQ

Shares Held

26,058

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#1,252

of 4,003 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $5,743,171 across 5 Household & Personal Products names. PG ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	26,058	$3,821,145
2	CL	Colgate Palmolive Co	20,034	$1,836,717
3	KMB	Kimberly Clark Corp	684	$75,082
4	UL	Unilever PLC	159	$9,559
5	CLX	Clorox Co /De/	7	$668

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,821,145	26,058	+1.2%	Shares	Sole	2026-07-27
2026-03-31	$3,720,918	25,761	+14.8%	Shares	Sole	2026-05-01
2025-12-31	$3,216,019	22,441	+2.8%	Shares	Sole	2026-01-29
2025-09-30	$3,352,643	21,820	+0.7%	Shares	Sole	2025-11-05
2025-06-30	$3,451,827	21,666	+3.9%	Shares	Sole	2025-07-25
2025-03-31	$3,555,302	20,862	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$3,492,652	20,833	-22.7%	Shares	Sole	2025-01-24
2024-09-30	$4,669,472	26,960	+1.5%	Shares	Sole	2024-10-24
2024-06-30	$4,381,099	26,565	+5.8%	Shares	Sole	2024-07-31
2024-03-31	$4,071,988	25,097	+16.8%	Shares	Sole	2024-04-30
2023-12-31	$3,149,437	21,492	+23.1%	Shares	Sole	2024-04-30
2023-09-30	$2,547,590	17,466	+7.6%	Shares	Sole	2024-04-30
2023-06-30	$2,463,347	16,234	+44.1%	Shares	Sole	2023-08-08
2023-03-31	$1,675,438	11,268	+31.9%	Shares	Sole	2023-04-26
2022-12-31	$1,294,473	8,541	-28.4%	Shares	Sole	2023-01-30
2022-09-30	$1,505,657	11,926	-2.9%	Shares	Sole	2022-11-10
2022-06-30	$1,766,891	12,288	+0.1%	Shares	Sole	2022-08-04
2022-03-31	$1,875,925	12,277	+2.6%	Shares	Sole	2022-04-20
2021-12-31	$1,957,889	11,969	+155.9%	Shares	Sole	2022-01-21
2021-09-30	$653,984	4,678	-47.0%	Shares	Sole	2021-11-09
2021-06-30	$1,190,487	8,823	+13.1%	Shares	Sole	2021-07-29
2021-03-31	$1,056,354	7,800	+91.2%	Shares	Sole	2021-05-13
2020-12-31	$567,691	4,080	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.