Position in PG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$39,360,815
+$480,023 QoQ
Shares Held
268,418
-0.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#347
of 3,996 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $55,166,690 across 10 Household & Personal Products names. PG ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
268,418 | $39,360,815 | |
| 2 | CL |
Colgate Palmolive Co
|
84,226 | $7,721,839 | |
| 3 | UL |
Unilever PLC
|
40,771 | $2,451,152 | |
| 4 | KMB |
Kimberly Clark Corp
|
18,354 | $2,014,718 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
13,277 | $1,286,275 | |
| 6 | KVUE |
Kenvue Inc.
|
62,277 | $1,190,113 | |
| 7 | EL |
Estee Lauder Companies Inc
|
5,656 | $446,541 | |
| 8 | CLX |
Clorox Co /De/
|
4,206 | $401,420 |
All Filings in PG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,360,815 | 268,418 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $38,880,792 | 269,183 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $38,219,200 | 266,689 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $42,380,050 | 275,822 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $41,767,490 | 262,161 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $45,615,298 | 267,664 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $36,311,816 | 216,593 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $36,314,324 | 209,667 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $33,860,714 | 205,316 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $31,534,423 | 194,357 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $27,201,047 | 185,622 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $27,732,361 | 190,130 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $27,662,353 | 182,301 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $25,325,326 | 170,323 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $25,280,814 | 166,804 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $19,830,213 | 157,071 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $21,243,247 | 147,738 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $20,304,828 | 132,885 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,581,834 | 119,708 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||