Position in PG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,375,194
+$1,484,180 QoQ
Shares Held
186,683
+4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#432
of 3,996 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $40,941,759 across 9 Household & Personal Products names. PG ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
186,683 | $27,375,194 | |
| 2 | CL |
Colgate Palmolive Co
|
48,067 | $4,406,781 | |
| 3 | UL |
Unilever PLC
|
64,207 | $3,860,123 | |
| 4 | KMB |
Kimberly Clark Corp
|
21,474 | $2,357,200 | |
| 5 | CLX |
Clorox Co /De/
|
11,309 | $1,079,330 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
9,356 | $906,408 | |
| 7 | EL |
Estee Lauder Companies Inc
|
4,944 | $390,328 | |
| 8 | KVUE |
Kenvue Inc.
|
15,528 | $296,739 |
All Filings in PG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,375,194 | 186,683 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $25,891,014 | 179,251 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $23,400,659 | 163,287 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $18,865,147 | 122,780 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,980,002 | 125,408 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $20,450,740 | 120,002 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,917,193 | 94,943 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $16,299,678 | 94,109 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $14,855,004 | 90,074 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,088,760 | 74,507 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $11,619,156 | 79,290 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||