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
Q2 		$8.73M Sell
59,534
-1,983
-3% -$289K 0.17% 112
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 $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

Callan Family Office's PG Position: Q2 2026 in Review

Callan Family Office reduced its Procter & Gamble (PG) stake by 3.2% in Q2 2026, selling an estimated $289K and leaving 59,534 shares worth $8.73M. The position accounts for 0.17% of the portfolio, ranked #112.

Callan Family Office first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.65M in Q2 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Callan Family Office held 59,534 shares of Procter & Gamble worth $8.73M as of Q2 2026.
  • Callan Family Office sold 1,983 Procter & Gamble shares in Q2 2026, an estimated $289K.
  • Procter & Gamble made up 0.17% of Callan Family Office's portfolio in Q2 2026, its #112 holding.
  • Callan Family Office first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Callan Family Office's Procter & Gamble position peaked at $9.65M in Q2 2025.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.