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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 $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 $3.37T AUM 44.26% 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

Capital Wealth Planning's PG Position: Q2 2026 in Review

Capital Wealth Planning reduced its Procter & Gamble (PG) stake by 22% in Q2 2026, selling an estimated $278K and leaving 6,750 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Capital Wealth Planning first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $525M in Q3 2024. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Capital Wealth Planning held 6,750 shares of Procter & Gamble worth $990K as of Q2 2026.
  • Capital Wealth Planning sold 1,910 Procter & Gamble shares in Q2 2026, an estimated $278K.
  • Procter & Gamble made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #133 holding.
  • Capital Wealth Planning first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Capital Wealth Planning's Procter & Gamble position peaked at $525M in Q3 2024.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.