Position in PG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$581,882,312
+$30,226,236 QoQ
Shares Held
4,028,540
+4.7% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Mar 31, 2026CallValue
$505,540
CallShares
3,500
PutValue
$288,880
PutShares
2,000
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, 2026BANK OF MONTREAL /CAN/ holds $964,185,489 across 15 Household & Personal Products names. PG ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
4,028,540 | $581,882,312 | |
| 2 | KVUE |
Kenvue Inc.
|
9,659,545 | $166,530,551 | |
| 3 | CL |
Colgate Palmolive Co
|
1,033,995 | $88,127,390 | |
| 4 | KMB |
Kimberly Clark Corp
|
450,641 | $43,473,333 | |
| 5 | UL |
Unilever PLC
|
442,342 | $25,200,221 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
188,960 | $17,633,743 | |
| 7 | CLX |
Clorox Co /De/
|
168,891 | $17,502,169 | |
| 8 | EL |
Estee Lauder Companies Inc
|
165,550 | $11,881,519 |
All Filings in PG
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,880 | 2,000 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $581,882,312 | 4,028,540 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $505,540 | 3,500 | Call | Defined | 2026-05-13 | |
| 2025-12-31 | $4,485,603 | 31,300 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $551,656,076 | 3,849,390 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $512,187,968 | 3,333,472 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $492,939,899 | 3,094,024 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $614,024,449 | 3,603,007 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $674,076,219 | 4,020,735 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $779,363,970 | 4,499,792 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $729,682,269 | 4,424,462 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $653,198,541 | 4,025,877 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $664,841,280 | 4,536,927 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $532,053,374 | 3,647,699 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $648,616,875 | 4,274,528 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $498,357,281 | 3,351,653 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $579,833,849 | 3,825,771 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $463,745,032 | 3,673,228 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $550,096,106 | 3,825,691 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $518,310,891 | 3,392,087 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $748,133,454 | 4,573,502 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $882,167,074 | 6,310,208 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $740,230,832 | 5,486,036 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $616,585,834 | 4,552,801 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $38,291,328 | 275,200 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $724,204,632 | 5,204,863 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $537,023,441 | 3,863,756 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $470,164,658 | 3,932,129 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $444,953,410 | 4,045,031 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||