Position in PG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$30,937,314
+$2,802,839 QoQ
Shares Held
214,188
+9.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 16.421554895699106.ToString("F0")%
Shared 0.ToString("F0")%
None 83.5784451043009.ToString("F0")%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Clearstead Advisors, LLC holds $40,121,862 across 13 Household & Personal Products names. PG ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
214,188 | $30,937,314 | |
| 2 | CL |
Colgate Palmolive Co
|
55,536 | $4,733,333 | |
| 3 | KVUE |
Kenvue Inc.
|
83,165 | $1,433,764 | |
| 4 | KMB |
Kimberly Clark Corp
|
13,427 | $1,295,302 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
5,694 | $531,364 | |
| 6 | CLX |
Clorox Co /De/
|
4,884 | $506,128 | |
| 7 | ODD |
Oddity Tech Ltd
|
30,452 | $407,447 | |
| 8 | EL |
Estee Lauder Companies Inc
|
1,698 | $121,865 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,937,314 | 214,188 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,134,475 | 196,319 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $30,595,248 | 199,123 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,953,903 | 225,671 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $37,045,729 | 217,379 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,883,135 | 214,036 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $38,305,951 | 221,166 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,349,282 | 214,342 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,675,565 | 84,287 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,211,471 | 83,332 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,287,975 | 84,245 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,299,437 | 81,056 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,100,600 | 74,656 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,135,719 | 73,474 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,014,755 | 71,404 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,693,002 | 81,320 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,188,244 | 79,766 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $12,668,616 | 77,446 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,575,730 | 75,649 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,268,442 | 76,102 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,071,116 | 74,364 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,337,962 | 74,299 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,314,864 | 74,213 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,290,110 | 77,696 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,955,190 | 63,229 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||