BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PG — PROCTER & GAMBLE Co
CIK 2010186
CINCINNATI, OH
Position in PG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$152,830,700
+$1,944,921 QoQ
Shares Held
1,042,217
-0.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#164
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $163,008,450 across 9 Household & Personal Products names. PG ranks #1 (93.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,042,217 | $152,830,700 | |
| 2 | CL |
Colgate Palmolive Co
|
81,344 | $7,457,617 | |
| 3 | KMB |
Kimberly Clark Corp
|
19,085 | $2,094,960 | |
| 4 | UL |
Unilever PLC
|
6,254 | $375,990 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
1,973 | $191,144 | |
| 6 | CLX |
Clorox Co /De/
|
369 | $35,217 | |
| 7 | KVUE |
Kenvue Inc.
|
560 | $10,701 | |
| 8 | EL |
Estee Lauder Companies Inc
|
133 | $10,500 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,830,700 | 1,042,217 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $150,885,779 | 1,044,626 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $151,860,161 | 1,059,662 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $166,459,185 | 1,083,366 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $175,775,365 | 1,103,285 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $190,058,348 | 1,115,235 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $188,245,131 | 1,122,846 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $193,671,027 | 1,118,193 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $183,456,842 | 1,112,399 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $176,776,242 | 1,089,530 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $140,347,952 | 957,745 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $128,853,453 | 883,405 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $141,193,007 | 930,493 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $132,593,861 | 891,747 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $134,407,348 | 886,826 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $114,952,645 | 910,516 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $131,475,536 | 914,358 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $150,039,668 | 981,935 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $153,156,518 | 936,279 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $87,042,695 | 622,623 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $86,195,982 | 638,820 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $85,341,485 | 630,152 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $89,394,667 | 642,480 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $100,641,825 | 724,094 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $77,792,959 | 650,606 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $71,700,420 | 651,822 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||