Position in PG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$40,373,434
+$503,161 QoQ
Shares Held
279,517
+0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 40%
Shared 1%
None 59%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Pathstone Holdings, LLC holds $72,256,702 across 14 Household & Personal Products names. PG ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
279,517 | $40,373,434 | |
| 2 | UL |
Unilever PLC
|
139,198 | $7,930,109 | |
| 3 | CL |
Colgate Palmolive Co
|
90,914 | $7,748,598 | |
| 4 | KMB |
Kimberly Clark Corp
|
47,718 | $4,603,354 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
43,698 | $4,077,896 | |
| 6 | EL |
Estee Lauder Companies Inc
|
38,119 | $2,735,799 | |
| 7 | KVUE |
Kenvue Inc.
|
103,481 | $1,784,010 | |
| 8 | CLX |
Clorox Co /De/
|
9,543 | $988,940 |
All Filings in PG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,373,434 | 279,517 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $39,870,273 | 278,210 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $46,722,966 | 304,087 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $51,898,489 | 325,750 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $89,363,816 | 524,374 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $54,053,712 | 322,420 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $56,214,658 | 324,565 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $53,296,041 | 323,163 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,591,227 | 324,137 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $45,115,415 | 307,871 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||