Position in PG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,924,886
-$2,012,428 QoQ
Shares Held
197,251
-7.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#418
of 4,023 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$219,960
PutShares
1,500
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 Jun 30, 2026Clearstead Advisors, LLC holds $40,338,178 across 19 Household & Personal Products names. PG ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
197,251 | $28,924,886 | |
| 2 | CL |
Colgate Palmolive Co
|
47,695 | $4,372,677 | |
| 3 | CLX |
Clorox Co /De/
|
23,327 | $2,226,328 | |
| 4 | KVUE |
Kenvue Inc.
|
76,591 | $1,463,654 | |
| 5 | KMB |
Kimberly Clark Corp
|
12,830 | $1,408,349 | |
| 6 | UL |
Unilever PLC
|
12,509 | $752,041 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
7,298 | $707,030 | |
| 8 | EL |
Estee Lauder Companies Inc
|
4,537 | $358,196 |
All Filings in PG
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,924,886 | 197,251 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $219,960 | 1,500 | Put | Sole | 2026-08-06 | |
| 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 | $14,180,217 | 97,218 | Shares | Sole | 2023-11-07 | |
| 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. | ||||||