S&P 500 Consumer Staples Sector SEC Filings — October 30, 2026

30-10-2026

Vanguard Portfolio Management LLC filed an amended Schedule 13G/A disclosing beneficial ownership of 26,212,018 shares of General Mills Inc common stock, representing 4.90% of the class as of September 30, 2026. The filing reports sole dispositive power over all 26,212,018 shares and sole voting power over 64,162 shares, with no shared voting or dispositive power reported. The stake sits just below the 5% threshold, and Vanguard certifies the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · Vanguard reports sole dispositive power over 26,212,018 shares but sole voting power over only 64,162 shares
• · Filing is made under Rule 13d-1(b) as an institutional investor (IA)
• · Ownership percentage of 4.90% is below the 5% reporting threshold, indicating a passive position
• · Schedule aggregates holdings of Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC under SEC Release No. 34-39538
• · No other person's interest in the reported securities exceeds 5%
• · General Mills SIC classification: Grain Mill Products [2040]; state of incorporation: Delaware; fiscal year end: May 30

30-10-2026

Procter & Gamble closed an underwritten public offering on October 30, 2026, issuing $4.0B in aggregate principal across four new note tranches: $750M of 5.125% notes due 2031, $750M of 5.300% notes due 2033, $1.25B of 5.450% notes due 2036, and $1.25B of 5.900% notes due 2056. The offering was made under the company's Form S-3 shelf registration, with legal opinions and consents filed as exhibits. The filing contains no operating or financial performance data, so no period-over-period comparisons are available.

• · Coupon rates step up with maturity, from 5.125% (2031) to 5.900% (2056), reflecting a normal upward-sloping credit curve
• · Longest tranche ($1.25B due 2056) carries the highest coupon at 5.900%
• · The 2036 and 2056 tranches are the largest, at $1.25B each, versus $750M each for the 2031 and 2033 tranches
• · P&G's common stock and 16 series of existing notes (including EUR and GBP denominated notes) are listed on the NYSE
• · Exhibits filed include legal opinions from Travonte Warren, Esq. and Fried, Frank, Harris, Shriver & Jacobson LLP, plus related consents

30-10-2026

Church & Dwight reported Q3 2026 net sales up 1.0% to $1,602 million, with organic sales up 5.1% (Domestic +4.4%, International +7.8%, Specialty +5.0%), beating its outlook of a 1% decline. Adjusted EPS rose 13.6% to $0.92 and gross margin expanded 170 bps to 46.8%. However, reported net sales growth was only 1.0% due to 2025 strategic portfolio actions, SG&A rose 110 bps as a percentage of sales, and Q4 reported sales are expected to decline ~0.5%. The company raised its full-year sales outlook and tightened adjusted EPS growth guidance to ~7%.

• · Q4 2026 reported sales expected to decline ~0.5% entirely due to 2025 strategic portfolio actions
• · Adjusted SG&A rose 110 bps to 16.3% of net sales on acquisition amortization, investments and higher incentive compensation
• · Cash from operations for first nine months fell 1.3% YoY to $841 million
• · Capital expenditures rose $24 million YoY to $92 million through Q3
• · Total debt was $2.2 billion with $447 million cash on hand as of September 30, 2026
• · Adjusted effective tax rate decreased to 21.5% from 21.6%
• · Full-year adjusted gross margin expansion expected ~100 bps inclusive of higher transportation costs
• · Middle East conflict cited as source of growing inflationary pressures and rising global transportation rates
• · Q4 adjusted EPS expected to increase 17% to 19% YoY
• · First formal update on 2030 growth initiatives planned for January investor meeting

30-10-2026

Vanguard Capital Management LLC filed a Schedule 13G/A disclosing beneficial ownership of 8,040,860 shares of Molson Coors Beverage Co common stock, representing 4.61% of the class as of September 30, 2026. Vanguard holds sole dispositive power over all 8,040,860 shares but sole voting power over 0 shares, and the filing is a passive, ordinary-course holding (Rule 13d-1(b)) with no intent to influence control. The position remains below the 5% threshold, and no single other person's interest in the reported securities exceeds 5%.

• · Vanguard reports sole voting power of 0 shares and shared voting power of 0 shares, concentrating all influence in dispositive power over 8,040,860 shares
• · Filing reflects holdings of Vanguard Capital Management plus affiliates Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers LLC and Vanguard Investments Australia Ltd
• · Ownership as of September 30, 2026; filing dated October 30, 2026
• · Issuer address listed as 250 S Wacker Dr, Suite 800, Chicago, IL 60606; Vanguard at 100 Vanguard Blvd, Malvern, PA 19355
• · Certification states securities acquired and held in ordinary course of business, not for purpose of changing or influencing control
• · No other person's interest in the reported securities exceeds 5%

30-10-2026

Vanguard Portfolio Management LLC filed an amended Schedule 13G/A disclosing beneficial ownership of 12,300,671 shares of Estée Lauder Companies common stock, representing 4.97% of the class as of September 30, 2026. The filing reports sole dispositive power over all 12,300,671 shares but no voting power (0 shares), and notes no other person's interest exceeds 5%. The position sits just below the 5% threshold, indicating a passive investment stance with no intent to influence control.

• · Ownership stake of 4.97% is just below the 5% reporting threshold
• · Sole voting power is 0 shares; sole dispositive power covers all 12,300,671 shares
• · Filing made under Rule 13d-1(b) as a passive institutional investor
• · Includes securities held by Vanguard funds and managed accounts, per SEC Release No. 34-39538
• · No single other person's interest in the reported securities exceeds 5%
• · Issuer address: 767 5th Avenue, New York, NY 10153; CUSIP 518439104

30-10-2026

Colgate-Palmolive reported Q3 2026 net sales up 4.6% YoY to $5,369 million and organic sales up 3.6%, with GAAP EPS up 3% to $0.94 and Base Business EPS up 7% to $0.97. However, performance was uneven: North America net sales fell 1.7% (organic -1.6%, volume -3.7%) and its operating profit dropped 11%, while Latin America (+12.5% net sales) and Hill's Pet Nutrition (+5.6%) drove growth. GAAP gross margin rose 80 bps to 60.2% and the company raised full-year gross margin and Base Business EPS guidance (now 5%-7% growth) while narrowing sales guidance to +4%-5%.

• · Full-year 2026 net sales guidance narrowed to +4% to +5% (from 2% to 6% previously), including low-single-digit positive FX impact
• · Full-year organic sales growth now expected broadly in line with nine-month performance (versus 1% to 4% previously)
• · Full-year Base Business EPS growth guidance raised to 5% to 7% (from mid-single-digit previously)
• · Full-year GAAP and Base Business gross profit margin now expected up (versus roughly flat previously)
• · Advertising expected up double-digit in Q3 and up on both dollar basis and as percentage of net sales for the year
• · North America operating profit margin fell 210 bps to 19.5%; Asia Pacific margin fell 110 bps to 26.4%
• · Total company GAAP operating profit margin declined 30 bps to 20.3%, while Base Business margin rose 20 bps to 20.8%
• · Latin America operating profit margin rose 100 bps to 29.6%; EMEA rose 140 bps to 23.2%
• · Organic sales included a 0.2% negative impact from lower private label pet food sales
• · Company exited its private label pet food business, affecting organic sales guidance
• · Bright Smiles, Bright Futures has reached approximately two billion children and families since 1991