Position in PG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,891,392
-$409,160 QoQ
Shares Held
74,273
-5.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#716
of 4,003 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, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $11,153,852 across 2 Household & Personal Products names. PG ranks #1 (97.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
74,273 | $10,891,392 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,391 | $262,460 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,891,392 | 74,273 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,300,552 | 78,237 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,264,882 | 78,605 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,122,985 | 78,900 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,539,280 | 78,705 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,320,879 | 78,165 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,116,097 | 78,235 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $13,673,447 | 78,946 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $13,151,050 | 79,742 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,252,742 | 81,681 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $12,203,997 | 83,281 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,292,497 | 84,276 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,442,646 | 88,590 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $13,776,425 | 92,652 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $14,141,154 | 93,304 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $11,815,611 | 93,589 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $13,993,499 | 97,319 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $15,153,940 | 99,175 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $16,427,357 | 100,424 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $14,378,010 | 102,847 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $14,167,245 | 104,997 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $13,952,269 | 103,022 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $14,270,476 | 102,562 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $14,448,427 | 103,953 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $12,797,218 | 107,027 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $11,884,070 | 108,037 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||