WEATHERLY ASSET MANAGEMENT L. P.

Position in PG — PROCTER & GAMBLE Co

CIK 934745 DEL MAR, CA

Position in PG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$12,432,139

+$406,354 QoQ

Shares Held

84,780

+1.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#665

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $16,287,826 across 4 Household & Personal Products names. PG ranks #1 (76.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co This page	84,780	$12,432,139
2	CL	Colgate Palmolive Co	24,307	$2,228,465
3	KMB	Kimberly Clark Corp	7,716	$846,985
4	UL	Unilever PLC	12,978	$780,237

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,432,139	84,780	+1.8%	Shares	Sole	2026-07-20
2026-03-31	$12,025,785	83,258	+2.6%	Shares	Sole	2026-04-15
2025-12-31	$11,634,908	81,187	+0.1%	Shares	Sole	2026-01-16
2025-09-30	$12,459,785	81,092	+0.6%	Shares	Sole	2025-10-16
2025-06-30	$12,837,846	80,579	+0.2%	Shares	Sole	2025-07-11
2025-03-31	$13,711,141	80,455	+1.2%	Shares	Sole	2025-05-01
2024-12-31	$13,327,169	79,494	+6.5%	Shares	Sole	2025-01-29
2024-09-30	$12,924,010	74,619	+5.5%	Shares	Sole	2024-10-29
2024-06-30	$11,661,493	70,710	-0.6%	Shares	Sole	2024-07-31
2024-03-31	$11,539,869	71,124	+9.3%	Shares	Sole	2024-04-19
2023-12-31	$9,533,159	65,055	+17.7%	Shares	Sole	2024-02-01
2023-09-30	$8,061,244	55,267	+3.6%	Shares	Sole	2023-10-10
2023-06-30	$8,098,363	53,370	-0.3%	Shares	Sole	2023-07-21
2023-03-31	$7,958,929	53,527	-2.7%	Shares	Sole	2023-04-13
2022-12-31	$8,338,679	55,019	-3.9%	Shares	Sole	2023-01-11
2022-09-30	$7,225,918	57,235	-0.8%	Shares	Sole	2022-10-17
2022-06-30	$8,292,656	57,672	-1.4%	Shares	Sole	2022-07-18
2022-03-31	$8,937,883	58,494	+3.3%	Shares	Sole	2022-05-06
2021-12-31	$9,263,208	56,628	+3.4%	Shares	Sole	2022-01-28
2021-09-30	$7,653,071	54,743	+13.4%	Shares	Sole	2021-11-05
2021-06-30	$6,511,047	48,255	+2.9%	Shares	Sole	2021-08-12
2021-03-31	$6,353,969	46,917	+3.0%	Shares	Sole	2021-05-05
2020-12-31	$6,336,157	45,538	-0.0%	Shares	Sole	2021-02-02
2020-09-30	$6,331,689	45,555	+2.8%	Shares	Sole	2020-10-30
2020-06-30	$5,299,701	44,323	-1.7%	Shares	Sole	2020-07-29
2020-03-31	$4,960,560	45,096	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.