Position in PG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$422,909
-$690,145 QoQ
Shares Held
2,884
-62.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#3,048
of 3,996 holders
Holding Since
Dec 2025
3 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, 2026Colter Lewis Investment Partners LLC holds $1,254,629 across 2 Household & Personal Products names. PG ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
9,072 | $831,720 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
2,884 | $422,909 |
All Filings in PG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,909 | 2,884 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,113,054 | 7,706 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $382,351 | 2,668 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||