CWP
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Capital Wealth Planning’s Procter & Gamble PG Stock Holding History

Capital Wealth Planning’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
2019
Q2 		– Sell
-11,000
Closed -$60K – 264
2019
Q1 		$60K Buy
+11,000
New +$1.07M 0.04% 66

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 Planning's PG Position: Q1 2026 in Review

Capital Wealth Planning reduced its Procter & Gamble (PG) stake by 99% in Q1 2026, selling an estimated $158M and leaving 8,660 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #126.

Capital Wealth Planning first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $525M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Capital Wealth Planning held 8,660 shares of Procter & Gamble worth $1.25M as of Q1 2026.
  • Capital Wealth Planning sold 1,043,244 Procter & Gamble shares in Q1 2026, an estimated $158M.
  • Procter & Gamble made up 0.01% of Capital Wealth Planning's portfolio in Q1 2026, its #126 holding.
  • Capital Wealth Planning first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Capital Wealth Planning's Procter & Gamble position peaked at $525M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.