Cerro Pacific Wealth Advisors LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1842669 San Luis Obispo, CA

Position in PG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,485,169

-$11,807 QoQ

Shares Held

10,128

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,928

of 4,002 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $1,982,782 across 2 Household & Personal Products names. PG ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	10,128	$1,485,169
2	UL	Unilever PLC	8,277	$497,613

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,485,169	10,128	-2.3%	Shares	Sole	2026-07-15
2026-03-31	$1,496,976	10,364	-5.9%	Shares	Sole	2026-04-13
2025-12-31	$1,578,559	11,015	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$1,691,071	11,006	-12.2%	Shares	Sole	2025-10-28
2025-06-30	$1,997,554	12,538	+4.0%	Shares	Sole	2025-07-25
2025-03-31	$2,055,435	12,061	+1.1%	Shares	Sole	2025-04-08
2024-12-31	$1,999,896	11,929	-0.5%	Shares	Sole	2025-01-17
2024-09-30	$2,075,975	11,986	+9.1%	Shares	Sole	2024-10-09
2024-06-30	$1,811,811	10,986	+8.5%	Shares	Sole	2024-08-09
2023-03-31	$1,506,081	10,129	+11.8%	Shares	Sole	2023-05-10
2022-12-31	$1,373,436	9,062	-0.9%	Shares	Other	2023-01-19
2022-09-30	$1,154,430	9,144	+18.5%	Shares	Other	2022-10-12
2022-06-30	$1,109,483	7,716	+22.7%	Shares	Other	2022-07-18
2022-03-31	$960,653	6,287	+3.3%	Shares	Other	2022-04-13
2021-12-31	$995,384	6,085	-5.4%	Shares	Other	2022-01-19
2021-09-30	$899,193	6,432	-21.5%	Shares	Other	2021-11-09
2021-06-30	$1,105,751	8,195	-41.0%	Shares	Other	2021-08-16
2020-12-31	$1,932,654	13,890	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.