Position in PG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$392,555
+$8,634 QoQ
Shares Held
2,677
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,133
of 4,021 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $553,408 across 9 Household & Personal Products names. PG ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,677 | $392,555 | |
| 2 | CL |
Colgate Palmolive Co
|
490 | $44,923 | |
| 3 | KMB |
Kimberly Clark Corp
|
280 | $30,735 | |
| 4 | KVUE |
Kenvue Inc.
|
1,489 | $28,454 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
235 | $22,766 | |
| 6 | UL |
Unilever PLC
|
345 | $20,741 | |
| 7 | EL |
Estee Lauder Companies Inc
|
92 | $7,263 | |
| 8 | CLX |
Clorox Co /De/
|
45 | $4,294 |
All Filings in PG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,555 | 2,677 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $383,921 | 2,658 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $346,953 | 2,421 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $45,480 | 296 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $381,412 | 2,394 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $299,939 | 1,760 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $131,605 | 785 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $134,576 | 777 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $213,571 | 1,295 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $125,257 | 772 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $114,447 | 781 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $115,521 | 792 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $124,275 | 819 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $184,751 | 1,219 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||