CFO
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Callan Family Office’s Procter & Gamble PG Stock Holding History

Callan Family Office’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 		$8.89M Sell
61,517
-2,908
-5% -$441K 0.2% 99
2025
Q4 		$9.23M Buy
64,425
+4,402
+7% +$649K 0.2% 99
2025
Q3 		$9.22M Sell
60,023
-569
-0.9% -$88.9K 0.29% 67
2025
Q2 		$9.65M Buy
60,592
+31,123
+106% +$5.08M 0.3% 64
2025
Q1 		$5.02M Sell
29,469
-14,207
-33% -$2.38M 0.38% 59
2024
Q4 		$7.32M Buy
43,676
+39,221
+880% +$6.68M 0.47% 40
2024
Q3 		$772K Buy
4,455
+40
+0.9% +$6.79K 0.13% 80
2024
Q2 		$728K Buy
4,415
+624
+16% +$102K 0.14% 69
2024
Q1 		$615K Sell
3,791
-103
-3% -$16.2K 0.14% 55
2023
Q4 		$571K Buy
3,894
+103
+3% +$15.3K 0.14% 51
2023
Q3 		$553K Sell
3,791
-1,926
-34% -$294K 0.15% 53
2023
Q2 		$867K Sell
5,717
-77
-1% -$11.6K 0.23% 49
2023
Q1 		$862K Buy
5,794
+1,133
+24% +$162K 0.21% 70
2022
Q4 		$706K Buy
+4,661
New +$653K 0.23% 45

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

Callan Family Office's PG Position: Q1 2026 in Review

Callan Family Office reduced its Procter & Gamble (PG) stake by 4.5% in Q1 2026, selling an estimated $441K and leaving 61,517 shares worth $8.89M. The position accounts for 0.2% of the portfolio, ranked #99.

Callan Family Office first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.65M in Q2 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Callan Family Office held 61,517 shares of Procter & Gamble worth $8.89M as of Q1 2026.
  • Callan Family Office sold 2,908 Procter & Gamble shares in Q1 2026, an estimated $441K.
  • Procter & Gamble made up 0.2% of Callan Family Office's portfolio in Q1 2026, its #99 holding.
  • Callan Family Office first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Callan Family Office's Procter & Gamble position peaked at $9.65M in Q2 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.