Position in PG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,155,124
-$335,403 QoQ
Shares Held
49,537
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $8,692,076 across 2 Household & Personal Products names. PG ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
49,537 | $7,155,124 | |
| 2 | CL |
Colgate Palmolive Co
|
18,033 | $1,536,952 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,155,124 | 49,537 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,490,527 | 52,268 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,220,121 | 53,499 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,759,413 | 54,980 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,448,936 | 55,445 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,389,238 | 56,005 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,700,066 | 56,005 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $9,393,018 | 56,955 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,270,153 | 57,135 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,850,283 | 60,395 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $8,809,214 | 60,395 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,391,036 | 61,889 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $9,298,923 | 62,539 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $9,610,268 | 63,409 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $8,259,022 | 65,418 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $9,415,800 | 65,483 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $10,005,038 | 65,478 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $10,768,144 | 65,828 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $9,018,218 | 64,508 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $8,841,018 | 65,523 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $8,757,580 | 64,665 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $9,066,362 | 65,160 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $9,069,792 | 65,255 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $7,618,402 | 63,715 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $6,978,400 | 63,440 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||