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Callan Capital’s Procter & Gamble PG Stock Holding History

Callan Capital’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
2025
Q1 		$1.76M Buy
10,355
+729
+8% +$122K 0.13% 78
2024
Q4 		$1.61M Sell
9,626
-72
-0.7% -$12.3K 0.12% 82
2024
Q3 		$1.68M Buy
9,698
+2,131
+28% +$362K 0.12% 86
2024
Q2 		$1.25M Buy
7,567
+913
+14% +$149K 0.1% 98
2024
Q1 		$1.08M Buy
6,654
+2,265
+52% +$355K 0.09% 97
2023
Q4 		$643K Buy
4,389
+1,103
+34% +$163K 0.06% 113
2023
Q3 		$479K Buy
3,286
+564
+21% +$86.1K 0.05% 124
2023
Q2 		$413K Sell
2,722
-1,279
-32% -$193K 0.05% 117
2023
Q1 		$595K Sell
4,001
-1,250
-24% -$179K 0.07% 101
2022
Q4 		$796K Buy
5,251
+1,257
+31% +$176K 0.1% 89
2022
Q3 		$504K Buy
3,994
+1,371
+52% +$195K 0.08% 81
2022
Q2 		$377K Buy
2,623
+1
+0% +$150 0.06% 81
2022
Q1 		$401K Buy
2,622
+165
+7% +$25.8K 0.06% 89
2021
Q4 		$402K Buy
2,457
+2
+0.1% +$297 0.06% 84
2021
Q3 		$343K Buy
2,455
+1
+0% +$142 0.06% 73
2021
Q2 		$331K Buy
2,454
+1
+0% +$135 0.06% 73
2021
Q1 		$332K Buy
2,453
+2
+0.1% +$261 0.06% 72
2020
Q4 		$341K Buy
2,451
+210
+9% +$29.4K 0.07% 70
2020
Q3 		$311K Sell
2,241
-208
-8% -$27.6K 0.07% 71
2020
Q2 		$293K Buy
2,449
+1
+0% +$117 0.07% 75
2020
Q1 		$269K Buy
+2,448
New +$294K 0.08% 72

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Callan Capital's PG Position: Q1 2025 in Review

Callan Capital increased its Procter & Gamble (PG) stake by 7.6% in Q1 2025, buying an estimated $122K and bringing the position to 10,355 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #78.

Callan Capital first reported a position in PG in Q1 2020 and has held it in 21 quarters since. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Callan Capital held 10,355 shares of Procter & Gamble worth $1.76M as of Q1 2025.
  • Callan Capital bought 729 Procter & Gamble shares in Q1 2025, an estimated $122K.
  • Procter & Gamble made up 0.13% of Callan Capital's portfolio in Q1 2025, its #78 holding.
  • Callan Capital first reported a position in Procter & Gamble in Q1 2020 and has held it in 21 quarters since.
  • 4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.