Compound Planning, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1978879 NEW YORK, NY

Position in PG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$10,162,591

+$4,750,136 QoQ

Shares Held

69,303

+84.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#752

of 3,996 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Compound Planning, Inc. holds $15,336,408 across 7 Household & Personal Products names. PG ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	69,303	$10,162,591
2	CL	Colgate Palmolive Co	28,242	$2,589,226
3	UL	Unilever PLC	22,337	$1,342,899
4	CHD	Church & Dwight Co Inc /De/	4,231	$409,899
5	KMB	Kimberly Clark Corp	3,166	$347,531
6	EL	Estee Lauder Companies Inc	3,288	$259,587
7	KVUE	Kenvue Inc.	11,757	$224,675

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,162,591	69,303	+84.9%	Shares	Sole	2026-08-04
2026-03-31	$5,412,455	37,472	-0.5%	Shares	Sole	2026-05-14
2025-12-31	$5,394,474	37,642	+23.8%	Shares	Sole	2026-02-19
2025-09-30	$4,671,420	30,403	+8.8%	Shares	Sole	2025-11-10
2025-06-30	$4,450,444	27,934	-16.8%	Shares	Sole	2025-08-14
2025-03-31	$5,724,748	33,592	-0.8%	Shares	Sole	2025-05-14
2024-12-31	$5,674,784	33,849	+13.0%	Shares	Sole	2025-01-17
2024-09-30	$5,188,032	29,954	+2.0%	Shares	Sole	2024-10-08
2024-06-30	$4,843,865	29,371	+28.2%	Shares	Sole	2024-07-26
2024-03-31	$3,717,796	22,914	+50.2%	Shares	Sole	2024-05-07
2023-12-31	$2,235,614	15,256	+55.5%	Shares	Sole	2024-02-08
2023-09-30	$1,430,594	9,808	-17.4%	Shares	Sole	2023-11-09
2023-06-30	$1,802,367	11,878	+4.0%	Shares	Sole	2023-08-03
2023-03-31	$1,697,742	11,418	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.