Kellett Wealth Advisors, LLC / PG
Kellett Wealth Advisors, LLC’s Procter & Gamble Co Position
Does Kellett Wealth Advisors, LLC own Procter & Gamble Co (PG)? Yes — 58.8K shares worth $8M (+4.60% of its 13F portfolio) as of Q1 2026, up from 54.2K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
58.8K
% of Portfolio
+4.60%
Quarters Held
18
currently held
Position History PG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 58.8K | $8M | +4.60% |
| Q4 2025 | 54.2K | $8M | +4.44% |
| Q3 2025 | 49.1K | $8M | +4.56% |
| Q2 2025 | 55.4K | $9M | +5.75% |
| Q1 2025 | 56.5K | $10M | +6.67% |
| Q4 2024 | 57.2K | $10M | +6.59% |
| Q3 2024 | 57.4K | $10M | +7.10% |
| Q2 2024 | 52.7K | $9M | +7.02% |
| Q1 2024 | 51.1K | $8M | +5.74% |
| Q4 2023 | 51.0K | $7M | +5.57% |
| Q3 2023 | 43.7K | $6M | +5.46% |
| Q2 2023 | 42.2K | $6M | +5.82% |
| Q1 2023 | 37.9K | $6M | +5.42% |
| Q4 2022 | 39.4K | $6M | +5.79% |
| Q3 2022 | 39.4K | $5M | +6.47% |
| Q2 2022 | 38.9K | $6M | +7.23% |
| Q1 2022 | 38.2K | $6M | +4.61% |
| Q4 2021 | 35.9K | $6M | +4.49% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kellett Wealth Advisors, LLC’s full portfolio or all institutional holders of PG.