Position in PG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,134,954
+$2,382 QoQ
Shares Held
28,198
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,200
of 3,996 holders
Holding Since
Dec 2020
15 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, 2026CFS Investment Advisory Services, LLC holds $5,215,861 across 2 Household & Personal Products names. PG ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
28,198 | $4,134,954 | |
| 2 | CL |
Colgate Palmolive Co
|
11,790 | $1,080,907 |
All Filings in PG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,134,954 | 28,198 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,132,572 | 28,611 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,136,499 | 28,864 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,297,897 | 27,972 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,420,652 | 27,747 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,788,802 | 28,100 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,905,941 | 29,263 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,820,329 | 27,831 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,407,696 | 57,044 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $4,266,777 | 28,119 | Shares | Sole | 2023-07-21 | |
| 2022-06-30 | $3,784,121 | 26,317 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $622,704,159 | 4,075,289 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $4,371,348 | 26,723 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,729,165 | 26,675 | Shares | Sole | 2021-11-19 | |
| 2020-12-31 | $3,016,694 | 21,681 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||