Position in PG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$582,600
+$9,318 QoQ
Shares Held
3,973
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,774
of 3,996 holders
Holding Since
Jun 2022
17 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, 2026Walkner Condon Financial Advisors LLC holds $805,749 across 2 Household & Personal Products names. PG ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
3,973 | $582,600 | |
| 2 | CL |
Colgate Palmolive Co
|
2,434 | $223,149 |
All Filings in PG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,600 | 3,973 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $573,282 | 3,969 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $589,720 | 4,115 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $661,463 | 4,305 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $705,150 | 4,426 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $684,747 | 4,018 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $644,111 | 3,842 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $681,542 | 3,935 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $534,175 | 3,239 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $515,955 | 3,180 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $433,904 | 2,961 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $378,652 | 2,596 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $315,163 | 2,077 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $320,724 | 2,157 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $320,549 | 2,115 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $269,796 | 2,137 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $298,939 | 2,079 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||