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Cannon Financial Strategists’s Procter & Gamble PG Stock Holding History

Cannon Financial Strategists’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 		$1.08M Sell
7,509
-28
-0.4% -$4.25K 0.14% 49
2025
Q4 		$1.08M Hold
7,537
– – 0.15% 46
2025
Q3 		$1.16M Buy
7,537
+31
+0.4% +$4.84K 0.17% 46
2025
Q2 		$1.2M Hold
7,506
– – 0.19% 44
2025
Q1 		$1.28M Hold
7,506
– – 0.22% 41
2024
Q4 		$1.26M Buy
7,506
+393
+6% +$66.9K 0.22% 41
2024
Q3 		$1.23M Hold
7,113
– – 0.22% 43
2024
Q2 		$1.17M Buy
7,113
+37
+0.5% +$6.05K 0.22% 37
2024
Q1 		$1.15M Buy
7,076
+491
+7% +$77K 0.23% 34
2023
Q4 		$965K Sell
6,585
-29
-0.4% -$4.29K 0.21% 37
2023
Q3 		$965K Sell
6,614
-280
-4% -$42.8K 0.25% 36
2023
Q2 		$1.05M Buy
6,894
+984
+17% +$148K 0.29% 34
2023
Q1 		$879K Sell
5,910
-365
-6% -$52.2K 0.3% 34
2022
Q4 		$951K Hold
6,275
– – 0.35% 31
2022
Q3 		$792K Buy
6,275
+742
+13% +$105K 0.31% 34
2022
Q2 		$796K Buy
5,533
+74
+1% +$11.1K 0.31% 35
2022
Q1 		$834K Buy
5,459
+85
+2% +$13.3K 0.3% 31
2021
Q4 		$879K Hold
5,374
– – 0.32% 31
2021
Q3 		$751K Sell
5,374
-15
-0.3% -$2.13K 0.29% 31
2021
Q2 		$727K Buy
5,389
+380
+8% +$51.4K 0.29% 31
2021
Q1 		$678K Hold
5,009
– – 0.29% 32
2020
Q4 		$697K Sell
5,009
-66
-1% -$9.22K 0.34% 29
2020
Q3 		$705K Buy
5,075
+21
+0.4% +$2.79K 0.39% 29
2020
Q2 		$604K Buy
5,054
+45
+0.9% +$5.25K 0.36% 29
2020
Q1 		$551K Hold
5,009
– – 0.41% 27
2019
Q4 		$626K Hold
5,009
– – 0.41% 27
2019
Q3 		$623K Buy
5,009
+210
+4% +$24.8K 0.48% 27
2019
Q2 		$526K Buy
4,799
+11
+0.2% +$1.17K 0.44% 26
2019
Q1 		$498K Buy
+4,788
New +$466K 0.45% 27

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

Cannon Financial Strategists's PG Position: Q1 2026 in Review

Cannon Financial Strategists reduced its Procter & Gamble (PG) stake by 0.37% in Q1 2026, selling an estimated $4.25K and leaving 7,509 shares worth $1.08M. The position accounts for 0.14% of the portfolio, ranked #49.

Cannon Financial Strategists first reported a position in PG in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.28M in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cannon Financial Strategists held 7,509 shares of Procter & Gamble worth $1.08M as of Q1 2026.
  • Cannon Financial Strategists sold 28 Procter & Gamble shares in Q1 2026, an estimated $4.25K.
  • Procter & Gamble made up 0.14% of Cannon Financial Strategists's portfolio in Q1 2026, its #49 holding.
  • Cannon Financial Strategists first reported a position in Procter & Gamble in Q1 2019 and has held it in 29 quarters since.
  • Cannon Financial Strategists's Procter & Gamble position peaked at $1.28M in Q1 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.