Cape Investment Advisory, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1944437 MCDONOUGH, GA

Position in PG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$380,676

+$22,177 QoQ

Shares Held

2,596

+4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#3,143

of 4,000 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $665,143 across 8 Household & Personal Products names. PG ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	2,596	$380,676
2	UL	Unilever PLC	2,208	$132,744
3	KMB	Kimberly Clark Corp	905	$99,341
4	CL	Colgate Palmolive Co	257	$23,561
5	CHD	Church & Dwight Co Inc /De/	108	$10,462
6	CLX	Clorox Co /De/	99	$9,448
7	KVUE	Kenvue Inc.	264	$5,044
8	EL	Estee Lauder Companies Inc	49	$3,867

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,676	2,596	+4.6%	Shares	Defined	2026-07-23
2026-03-31	$358,499	2,482	-24.5%	Shares	Sole	2026-05-15
2025-12-31	$471,345	3,289	+1768.8%	Shares	Sole	2026-02-17
2025-09-30	$27,041	176	-94.4%	Shares	Sole	2025-12-29
2025-06-30	$503,132	3,158	-3.2%	Shares	Sole	2025-08-19
2025-03-31	$555,739	3,261	-8.4%	Shares	Sole	2025-05-16
2024-12-31	$597,001	3,561	-3.9%	Shares	Sole	2025-02-05
2024-09-30	$641,532	3,704	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$621,748	3,770	-18.9%	Shares	Sole	2024-08-15
2024-03-31	$754,624	4,651	+44.8%	Shares	Sole	2024-06-21
2023-12-31	$470,833	3,213	+4.2%	Shares	Sole	2024-02-12
2023-09-30	$449,832	3,084	-18.3%	Shares	Sole	2023-11-07
2023-06-30	$572,818	3,775	+5.1%	Shares	Sole	2023-10-12
2023-03-31	$534,243	3,593	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.