Position in PG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,929,951
+$83,660 QoQ
Shares Held
26,800
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#1,233
of 3,996 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $4,293,828 across 2 Household & Personal Products names. PG ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
26,800 | $3,929,951 | |
| 2 | CL |
Colgate Palmolive Co
|
3,969 | $363,877 |
All Filings in PG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,929,951 | 26,800 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $3,846,291 | 26,629 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,771,344 | 26,316 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $3,897,485 | 25,366 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $4,028,564 | 25,286 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $4,235,958 | 24,856 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,161,239 | 24,821 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,298,997 | 24,821 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||