Athena Investment Management

Position in PG — PROCTER & GAMBLE Co

CIK 1921093 ORINDA, CA

Position in PG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$805,933

-$115,305 QoQ

Shares Held

5,496

-13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#2,485

of 4,003 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Athena Investment Management holds $1,543,806 across 2 Household & Personal Products names. PG ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	5,496	$805,933
2	KMB	Kimberly Clark Corp	6,722	$737,873

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$805,933	5,496	-13.8%	Shares	Sole	2026-08-06
2026-03-31	$921,238	6,378	0.0%	Shares	Sole	2026-05-12
2025-12-31	$914,031	6,378	0.0%	Shares	Sole	2026-02-12
2025-09-30	$979,979	6,378	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,016,142	6,378	-0.9%	Shares	Sole	2025-08-12
2025-03-31	$1,096,993	6,437	-3.8%	Shares	Sole	2025-05-12
2024-12-31	$1,121,410	6,689	-6.3%	Shares	Sole	2025-02-05
2024-09-30	$1,235,955	7,136	-3.3%	Shares	Sole	2024-11-12
2024-06-30	$1,217,274	7,381	-8.8%	Shares	Sole	2024-08-07
2024-03-31	$1,312,602	8,090	-4.8%	Shares	Sole	2024-05-09
2023-12-31	$1,245,296	8,498	0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,239,518	8,498	-1.0%	Shares	Sole	2023-11-17
2023-06-30	$1,303,143	8,588	-12.4%	Shares	Sole	2023-08-01
2023-03-31	$1,457,162	9,800	-0.0%	Shares	Sole	2023-05-10
2022-12-31	$1,485,742	9,803	+0.3%	Shares	Sole	2023-02-24
2022-09-30	$1,233,715	9,772	0.0%	Shares	Sole	2022-11-10
2022-06-30	$1,405,115	9,772	+16.7%	Shares	Sole	2022-08-03
2022-03-31	$1,280,005	8,377	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.