WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in PG — PROCTER & GAMBLE Co

CIK 752365 SOUTH BEND, IN

Back to PG Full portfolio

Position in PG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,216,193

-$43,053 QoQ

Shares Held

28,752

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#1,187

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, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $4,488,574 across 2 Household & Personal Products names. PG ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co This page	28,752	$4,216,193
2	CL	Colgate Palmolive Co	2,971	$272,381

All Filings in PG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,216,193	28,752	-2.5%	Shares	Sole	2026-08-12
2026-03-31	$4,259,246	29,488	-4.1%	Shares	Sole	2026-05-11
2025-12-31	$4,407,499	30,755	+0.7%	Shares	Sole	2026-02-11
2025-09-30	$4,692,317	30,539	-10.0%	Shares	Sole	2025-11-13
2025-06-30	$5,405,090	33,926	-2.1%	Shares	Sole	2025-08-11
2025-03-31	$5,903,007	34,638	+1.2%	Shares	Sole	2025-04-21
2024-12-31	$5,738,324	34,228	-0.2%	Shares	Sole	2025-01-29
2024-09-30	$5,940,586	34,299	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$5,651,643	34,269	-19.7%	Shares	Sole	2024-07-15
2024-03-31	$6,920,611	42,654	-1.0%	Shares	Sole	2024-04-30
2023-12-31	$6,310,745	43,065	+0.2%	Shares	Sole	2024-01-25
2023-09-30	$6,271,250	42,995	-0.9%	Shares	Sole	2023-10-20
2023-06-30	$6,585,516	43,400	-2.3%	Shares	Sole	2023-07-28
2023-03-31	$6,604,958	44,421	+0.1%	Shares	Sole	2023-04-26
2022-12-31	$6,726,839	44,384	-0.5%	Shares	Sole	2023-01-30
2022-09-30	$5,629,613	44,591	-0.3%	Shares	Sole	2022-10-21
2022-06-30	$6,427,844	44,703	+0.4%	Shares	Sole	2022-07-20
2022-03-31	$6,806,170	44,543	-0.2%	Shares	Sole	2022-04-29
2021-12-31	$7,302,211	44,640	-2.3%	Shares	Sole	2022-01-24
2021-09-30	$6,389,559	45,705	-1.0%	Shares	Sole	2021-10-18
2021-06-30	$6,228,638	46,162	-1.0%	Shares	Sole	2021-07-13
2021-03-31	$6,315,642	46,634	-7.3%	Shares	Sole	2021-04-30
2020-12-31	$6,996,237	50,282	-5.3%	Shares	Sole	2021-01-28
2020-09-30	$7,377,450	53,079	-0.3%	Shares	Sole	2020-10-27
2020-06-30	$6,365,428	53,236	+1325.3%	Shares	Sole	2020-07-16
2020-03-31	$410,850	3,735	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.