Position in PG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$334,632
+$16,576 QoQ
Shares Held
2,282
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,269
of 3,996 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Cascade Financial Partners, LLC holds $614,347 across 2 Household & Personal Products names. PG ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,282 | $334,632 | |
| 2 | CL |
Colgate Palmolive Co
|
3,051 | $279,715 |
All Filings in PG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,632 | 2,282 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $318,056 | 2,202 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $917,470 | 6,402 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,071,401 | 6,973 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,030,322 | 6,467 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $793,475 | 4,656 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $353,070 | 2,106 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $364,759 | 2,106 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $347,321 | 2,106 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $349,811 | 2,156 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||