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Capital Wealth Alliance’s Procter & Gamble PG Stock Holding History

Capital Wealth Alliance’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 		$227K Hold
1,572
– – 0.1% 85
2025
Q4 		$247K Buy
+1,572
New +$232K 0.11% 79
2024
Q3 		– Sell
-1,450
Closed -$239K – 95
2024
Q2 		$239K Buy
1,450
+95
+7% +$15.5K 0.14% 85
2024
Q1 		$220K Sell
1,355
-78
-5% -$12.2K 0.13% 92
2023
Q4 		$210K Sell
1,433
-36
-2% -$5.33K 0.14% 88
2023
Q3 		$214K Buy
1,469
+19
+1% +$2.9K 0.16% 86
2023
Q2 		$220K Buy
1,450
+4
+0.3% +$603 0.17% 93
2023
Q1 		$215K Hold
1,446
– – 0.17% 96
2022
Q4 		$219K Buy
+1,446
New +$203K 0.18% 97
2022
Q3 		– Sell
-1,795
Closed -$258K – 130
2022
Q2 		$258K Sell
1,795
-367
-17% -$55.2K 0.18% 103
2022
Q1 		$330K Sell
2,162
-9
-0.4% -$1.41K 0.2% 101
2021
Q4 		$355K Buy
2,171
+4
+0.2% +$594 0.21% 98
2021
Q3 		$312K Sell
2,167
-24
-1% -$3.4K 0.19% 104
2021
Q2 		$307K Buy
2,191
+445
+25% +$60.2K 0.2% 102
2021
Q1 		$236K Buy
+1,746
New +$228K 0.16% 115
2020
Q1 		– Sell
-14
Closed -$2K – 263
2019
Q4 		$2K Buy
+14
New +$1.71K ﹤0.01% 320

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

Capital Wealth Alliance's PG Position: Q1 2026 in Review

Capital Wealth Alliance held its Procter & Gamble (PG) position steady in Q1 2026 at 1,572 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #85.

Capital Wealth Alliance first reported a position in PG in Q4 2019 and has held it in 16 quarters since. The position peaked at $355K in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Capital Wealth Alliance held 1,572 shares of Procter & Gamble worth $227K as of Q1 2026.
  • Capital Wealth Alliance left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.1% of Capital Wealth Alliance's portfolio in Q1 2026, its #85 holding.
  • Capital Wealth Alliance first reported a position in Procter & Gamble in Q4 2019 and has held it in 16 quarters since.
  • Capital Wealth Alliance's Procter & Gamble position peaked at $355K in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.