Position in PG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$13,841,642
+$1,932,709 QoQ
Shares Held
94,392
+14.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
#620
of 3,996 holders
Holding Since
Sep 2022
14 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, 2026Buck Wealth Strategies, LLC holds $13,911,076 across 12 Household & Personal Products names. PG ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
94,392 | $13,841,642 | |
| 2 | KMB |
Kimberly Clark Corp
|
308 | $33,809 | |
| 3 | UL |
Unilever PLC
|
326 | $19,599 | |
| 4 | CLX |
Clorox Co /De/
|
95 | $9,066 | |
| 5 | CL |
Colgate Palmolive Co
|
62 | $5,684 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
5 | $484 | |
| 7 | SPB |
Spectrum Brands Holdings, Inc.
|
2 | $171 | |
| 8 | EL |
Estee Lauder Companies Inc
|
2 | $157 |
All Filings in PG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,841,642 | 94,392 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,908,933 | 82,449 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,271,904 | 78,654 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,093,729 | 65,693 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,163,500 | 63,793 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,668,778 | 56,735 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,538,749 | 50,932 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,438,883 | 37,176 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,891,017 | 41,784 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $6,869,941 | 46,881 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,691,019 | 39,017 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,951,546 | 39,222 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $5,524,725 | 37,156 | Shares | Sole | 2023-11-06 | |
| 2022-09-30 | $4,543,608 | 35,989 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||