Position in PG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$940,771,517
+$51,413,163 QoQ
Shares Held
6,513,234
+5.0% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Mar 31, 2026CallValue
$43,332
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $1,580,258,757 across 16 Household & Personal Products names. PG ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
6,513,234 | $940,771,517 | |
| 2 | UL |
Unilever PLC
|
4,171,926 | $237,674,623 | |
| 3 | KMB |
Kimberly Clark Corp
|
1,382,542 | $133,373,825 | |
| 4 | CL |
Colgate Palmolive Co
|
1,350,706 | $115,120,671 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
368,973 | $34,432,559 | |
| 6 | KVUE |
Kenvue Inc.
|
1,795,034 | $30,946,384 | |
| 7 | CLX |
Clorox Co /De/
|
265,209 | $27,483,607 | |
| 8 | ELF |
e.l.f. Beauty, Inc.
|
347,320 | $21,051,063 |
All Filings in PG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,332 | 300 | Call | Defined | 2026-05-14 | |
| 2026-03-31 | $940,771,517 | 6,513,234 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $42,993 | 300 | Call | Defined | 2026-02-18 | |
| 2025-12-31 | $889,358,354 | 6,205,836 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $950,745,325 | 6,187,734 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $992,523,131 | 6,229,746 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,070,917,913 | 6,283,992 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,010,685,231 | 6,028,543 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||