Position in PG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$687,301
+$66,643 QoQ
Shares Held
4,687
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,615
of 3,996 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $945,563 across 2 Household & Personal Products names. PG ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,687 | $687,301 | |
| 2 | CL |
Colgate Palmolive Co
|
2,817 | $258,262 |
All Filings in PG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,301 | 4,687 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $620,658 | 4,297 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $604,624 | 4,219 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,088,610 | 7,085 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,162,239 | 7,295 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,243,384 | 7,296 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,088,383 | 6,492 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,108,306 | 6,399 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,101,995 | 6,682 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,091,455 | 6,727 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,531,636 | 10,452 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $1,014,523 | 6,202 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||