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B&D White Capital Company’s Procter & Gamble PG Stock Holding History

B&D White Capital Company’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
Q1 		– Sell
-1,870
Closed -$268K – 81
2025
Q4 		$268K Sell
1,870
-2,560
-58% -$377K 0.03% 68
2025
Q3 		$681K Buy
4,430
+2,660
+150% +$415K 0.09% 60
2025
Q2 		$282K Buy
+1,770
New +$289K 0.04% 71

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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B&D White Capital Company's PG Position: Q1 2026 in Review

B&D White Capital Company sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,870 shares — an estimated $268K sold.

B&D White Capital Company first reported a position in PG in Q2 2025 and held it in 3 quarters. The position peaked at $681K in Q3 2025. 3,992 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • B&D White Capital Company reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • B&D White Capital Company sold 1,870 Procter & Gamble shares in Q1 2026, an estimated $268K.
  • B&D White Capital Company first reported a position in Procter & Gamble in Q2 2025 and held it in 3 quarters.
  • B&D White Capital Company's Procter & Gamble position peaked at $681K in Q3 2025.
  • 3,992 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.