Position in PG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$963,424
+$38,720 QoQ
Shares Held
6,570
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#2,320
of 3,996 holders
Holding Since
Dec 2022
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, 2026KFG WEALTH MANAGEMENT, LLC holds $1,769,657 across 2 Household & Personal Products names. PG ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
6,570 | $963,424 | |
| 2 | CL |
Colgate Palmolive Co
|
8,794 | $806,233 |
All Filings in PG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,424 | 6,570 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $924,704 | 6,402 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $942,263 | 6,575 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,089,839 | 7,093 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,189,323 | 7,465 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,223,956 | 7,182 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,244,298 | 7,422 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,258,298 | 7,265 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,306,166 | 7,920 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,163,332 | 7,170 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $895,652 | 6,112 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $990,535 | 6,791 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $954,748 | 6,292 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $643,232 | 4,326 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $462,864 | 3,054 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||