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Allen Mooney & Barnes Investment Advisors’s Procter & Gamble PG Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
8,085
-609
-7% -$88.6K 0.18% 66
2026
Q1 		$1.26M Sell
8,694
-38
-0.4% -$5.76K 0.18% 65
2025
Q4 		$1.25M Buy
8,732
+115
+1% +$17K 0.19% 62
2025
Q3 		$1.32M Sell
8,617
-45
-0.5% -$7.03K 0.21% 63
2025
Q2 		$1.38M Sell
8,662
-365
-4% -$59.6K 0.23% 61
2025
Q1 		$1.54M Buy
9,027
+183
+2% +$30.7K 0.25% 61
2024
Q4 		$1.48M Buy
8,844
+145
+2% +$24.7K 0.25% 58
2024
Q3 		$1.51M Buy
8,699
+61
+0.7% +$10.4K 0.26% 58
2024
Q2 		$1.42M Sell
8,638
-883
-9% -$144K 0.25% 58
2024
Q1 		$1.48M Sell
9,521
-521
-5% -$81.7K 0.28% 57
2023
Q4 		$1.47M Buy
10,042
+1,220
+14% +$181K 0.28% 59
2023
Q3 		$1.29M Buy
8,822
+1,583
+22% +$242K 0.27% 59
2023
Q2 		$1.1M Buy
7,239
+1,770
+32% +$267K 0.24% 61
2023
Q1 		$813K Sell
5,469
-97
-2% -$13.9K 0.19% 70
2022
Q4 		$844K Sell
5,566
-307
-5% -$43K 0.2% 65
2022
Q3 		$741K Sell
5,873
-248
-4% -$35.2K 0.2% 70
2022
Q2 		$880K Sell
6,121
-454
-7% -$68.2K 0.23% 69
2022
Q1 		$1M Buy
+6,575
New +$1.03M 0.22% 73

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PG Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Procter & Gamble (PG) stake by 7% in Q2 2026, selling an estimated $88.6K and leaving 8,085 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #66.

Allen Mooney & Barnes Investment Advisors first reported a position in PG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.54M in Q1 2025. 2,008 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 8,085 shares of Procter & Gamble worth $1.19M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 609 Procter & Gamble shares in Q2 2026, an estimated $88.6K.
  • Procter & Gamble made up 0.18% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Procter & Gamble position peaked at $1.54M in Q1 2025.
  • 2,008 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.