Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,243,051
+$627,946 QoQ
Shares Held
42,574
+9.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#996
of 4,002 holders
Holding Since
Jun 2022
13 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, 2026WCG Wealth Advisors LLC holds $10,856,118 across 2 Household & Personal Products names. PG ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
42,574 | $6,243,051 | |
| 2 | UL |
Unilever PLC
|
76,731 | $4,613,067 |
All Filings in PG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,243,051 | 42,574 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,615,105 | 38,875 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,982,011 | 27,786 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,376,151 | 21,973 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,886,822 | 30,673 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $4,742,650 | 28,289 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $4,884,759 | 28,203 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,589,888 | 27,831 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,478,100 | 27,600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,844,308 | 39,882 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,669,270 | 32,012 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $574,816 | 4,553 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $87,238 | 691 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $541,800 | 3,768 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||