Position in PG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,535,181
-$308,880 QoQ
Shares Held
58,205
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#841
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Caldwell Trust Co holds $12,385,653 across 7 Household & Personal Products names. PG ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
58,205 | $8,535,181 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
15,271 | $1,479,454 | |
| 3 | CL |
Colgate Palmolive Co
|
15,219 | $1,395,277 | |
| 4 | KMB |
Kimberly Clark Corp
|
5,837 | $640,727 | |
| 5 | UL |
Unilever PLC
|
4,497 | $270,359 | |
| 6 | CLX |
Clorox Co /De/
|
633 | $60,413 | |
| 7 | KVUE |
Kenvue Inc.
|
222 | $4,242 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,535,181 | 58,205 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,844,061 | 61,230 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,709,395 | 67,751 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,205,893 | 66,423 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,455,693 | 65,627 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $11,126,892 | 65,291 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $10,866,067 | 64,814 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $10,802,657 | 62,371 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $10,343,947 | 62,721 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $9,791,949 | 60,351 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $9,084,307 | 61,992 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $9,005,833 | 61,743 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $9,539,135 | 62,865 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $10,322,208 | 69,421 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $10,638,147 | 70,191 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $8,918,931 | 70,645 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $10,164,802 | 70,692 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $10,832,756 | 70,895 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $11,545,149 | 70,578 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $9,996,399 | 71,505 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $9,405,565 | 69,707 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $9,256,911 | 68,352 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $9,289,682 | 66,765 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $9,284,948 | 66,803 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $8,252,482 | 69,018 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $7,729,810 | 70,271 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||