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

Cahaba 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
Q2 		$603K Buy
4,114
+30
+0.7% +$4.37K 0.04% 91
2026
Q1 		$590K Sell
4,084
-411
-9% -$62.3K 0.04% 85
2025
Q4 		$644K Sell
4,495
-55
-1% -$8.11K 0.04% 78
2025
Q3 		$699K Sell
4,550
-57
-1% -$8.9K 0.05% 74
2025
Q2 		$734K Sell
4,607
-211
-4% -$34.4K 0.06% 68
2025
Q1 		$821K Buy
4,818
+42
+0.9% +$7.04K 0.07% 61
2024
Q4 		$801K Sell
4,776
-149
-3% -$25.4K 0.07% 63
2024
Q3 		$853K Buy
4,925
+477
+11% +$81K 0.07% 62
2024
Q2 		$734K Sell
4,448
-104
-2% -$17K 0.06% 66
2024
Q1 		$739K Sell
4,552
-54
-1% -$8.47K 0.07% 65
2023
Q4 		$675K Sell
4,606
-116
-2% -$17.2K 0.07% 65
2023
Q3 		$689K Sell
4,722
-245
-5% -$37.4K 0.08% 65
2023
Q2 		$754K Sell
4,967
-205
-4% -$30.9K 0.08% 60
2023
Q1 		$769K Buy
5,172
+483
+10% +$69K 0.09% 54
2022
Q4 		$711K Sell
4,689
-104
-2% -$14.6K 0.09% 59
2022
Q3 		$605K Sell
4,793
-215
-4% -$30.5K 0.08% 62
2022
Q2 		$720K Sell
5,008
-248
-5% -$37.3K 0.1% 57
2022
Q1 		$843K Buy
5,256
+365
+7% +$57.1K 0.12% 54
2021
Q4 		$800K Buy
4,891
+26
+0.5% +$3.86K 0.11% 53
2021
Q3 		$680K Buy
+4,865
New +$690K 0.1% 58

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cahaba Wealth Management's PG Position: Q2 2026 in Review

Cahaba Wealth Management increased its Procter & Gamble (PG) stake by 0.73% in Q2 2026, buying an estimated $4.37K and bringing the position to 4,114 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #91.

Cahaba Wealth Management first reported a position in PG in Q3 2021 and has held it in 20 quarters since. The position peaked at $853K in Q3 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cahaba Wealth Management held 4,114 shares of Procter & Gamble worth $603K as of Q2 2026.
  • Cahaba Wealth Management bought 30 Procter & Gamble shares in Q2 2026, an estimated $4.37K.
  • Procter & Gamble made up 0.04% of Cahaba Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Cahaba Wealth Management first reported a position in Procter & Gamble in Q3 2021 and has held it in 20 quarters since.
  • Cahaba Wealth Management's Procter & Gamble position peaked at $853K in Q3 2024.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.