Position in PG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,231,658
-$228,494 QoQ
Shares Held
29,297
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $8,969,515 across 4 Household & Personal Products names. PG ranks #2 (47.2% of the industry book) .
All Filings in PG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,231,658 | 29,297 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $4,460,152 | 29,028 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,390,221 | 27,556 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,552,940 | 26,716 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,327,046 | 25,810 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||