Cassaday & Co Wealth Management LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1963612 MCLEAN, VA

Position in PG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,436,423

+$18,642 QoQ

Shares Held

16,615

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,558

of 3,996 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $3,092,628 across 10 Household & Personal Products names. PG ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	16,615	$2,436,423
2	CL	Colgate Palmolive Co	4,243	$388,998
3	KMB	Kimberly Clark Corp	978	$107,355
4	CLX	Clorox Co /De/	819	$78,165
5	CHD	Church & Dwight Co Inc /De/	403	$39,042
6	UL	Unilever PLC	371	$22,304
7	HELE	Helen Of Troy Ltd	545	$15,843
8	EL	Estee Lauder Companies Inc	51	$4,026

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,436,423	16,615	-0.7%	Shares	Sole	2026-08-10
2026-03-31	$2,417,781	16,739	-1.7%	Shares	Sole	2026-05-07
2025-12-31	$2,439,136	17,020	-8.0%	Shares	Sole	2026-02-03
2025-09-30	$2,842,064	18,497	-0.9%	Shares	Sole	2025-11-07
2025-06-30	$2,972,911	18,660	+1.1%	Shares	Sole	2025-08-05
2025-03-31	$3,144,589	18,452	+0.6%	Shares	Sole	2025-05-05
2024-12-31	$3,075,874	18,347	+1.8%	Shares	Sole	2025-02-03
2024-09-30	$3,121,930	18,025	+2.0%	Shares	Sole	2024-11-07
2024-06-30	$2,913,971	17,669	+3.1%	Shares	Sole	2024-07-30
2024-03-31	$2,779,667	17,132	-1.9%	Shares	Sole	2024-05-08
2023-12-31	$2,558,734	17,461	-1.2%	Shares	Sole	2024-02-14
2023-09-30	$2,577,637	17,672	+3.8%	Shares	Sole	2023-11-06
2023-06-30	$2,582,311	17,018	+0.3%	Shares	Sole	2023-08-07
2023-03-31	$2,522,377	16,964	+0.1%	Shares	Sole	2023-05-03
2022-12-31	$2,567,577	16,941	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.