CWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Cahaba Wealth Management's PG Position: Q1 2026 in Review

Cahaba Wealth Management reduced its Procter & Gamble (PG) stake by 9.1% in Q1 2026, selling an estimated $62.3K and leaving 4,084 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #85.

Cahaba Wealth Management first reported a position in PG in Q3 2021 and has held it in 19 quarters since. The position peaked at $853K in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cahaba Wealth Management held 4,084 shares of Procter & Gamble worth $590K as of Q1 2026.
  • Cahaba Wealth Management sold 411 Procter & Gamble shares in Q1 2026, an estimated $62.3K.
  • Procter & Gamble made up 0.04% of Cahaba Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Cahaba Wealth Management first reported a position in Procter & Gamble in Q3 2021 and has held it in 19 quarters since.
  • Cahaba Wealth Management's Procter & Gamble position peaked at $853K in Q3 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.