C2C Wealth Management’s Procter & Gamble PG Stock Holding History

C2C Wealth Management’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 Q3	$286K	Hold	1,967	–	–	0.22%	71
2026 Q2	$288K	Hold	1,967	–	–	0.23%	74
2026 Q1	$284K	Hold	1,967	–	–	0.24%	72
2025 Q4	$282K	Hold	1,967	–	–	0.24%	67
2025 Q3	$302K	Hold	1,967	–	–	0.26%	67
2025 Q2	$313K	Hold	1,967	–	–	0.28%	65
2025 Q1	$335K	Hold	1,967	–	–	0.31%	61
2024 Q4	$330K	Buy	1,967 +25	+1%	+$4.26K	0.31%	63
2024 Q3	$321K	Hold	1,942	–	–	0.3%	64
2024 Q2	$320K	Hold	1,942	–	–	0.31%	60
2024 Q1	$315K	Sell	1,942 -138	-7%	-$21.6K	0.31%	64
2023 Q4	$305K	Sell	2,080 -21,382	-91%	-$3.17M	0.26%	83
2023 Q3	$3.4M	Sell	23,462 -181	-0.8%	-$27.6K	0.48%	19
2023 Q2	$3.53M	Buy	23,643 +500	+2%	+$75.4K	0.47%	17
2023 Q1	$3.5M	Sell	23,143 -324	-1%	-$46.3K	0.56%	15
2022 Q4	$3.38M	Sell	23,467 -6,500	-22%	-$911K	0.59%	15
2022 Q3	$3.9M	Hold	29,967	–	–	0.76%	13
2022 Q2	$4.32M	Sell	29,967 -349	-1%	-$52.5K	0.79%	12
2022 Q1	$4.96M	Sell	30,316 -50	-0.2%	-$7.82K	0.84%	11
2021 Q4	$4.97M	Buy	+30,366	New	+$4.51M	0.71%	11

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

C2C Wealth Management's PG Position: Q3 2026 in Review

C2C Wealth Management held its Procter & Gamble (PG) position steady in Q3 2026 at 1,967 shares worth $286K. The position accounts for 0.22% of the portfolio, ranked #71.

C2C Wealth Management first reported a position in PG in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.97M in Q4 2021. 2,642 funds tracked by Wall St. Rank hold PG as of Q3 2026.

C2C Wealth Management held 1,967 shares of Procter & Gamble worth $286K as of Q3 2026.
C2C Wealth Management left its Procter & Gamble share count unchanged in Q3 2026.
Procter & Gamble made up 0.22% of C2C Wealth Management's portfolio in Q3 2026, its #71 holding.
C2C Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 20 quarters since.
C2C Wealth Management's Procter & Gamble position peaked at $4.97M in Q4 2021.
2,642 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.