Carderock Capital Management’s Procter & Gamble PG Stock Holding History

Carderock Capital Management’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
2025 Q3	–	Sell	-1,075	Closed	-$171K	–	111
2025 Q2	$171K	Buy	+1,075	New	+$175K	0.04%	79
2025 Q1	–	Sell	-1,770	Closed	-$297K	–	74
2024 Q4	$297K	Buy	+1,770	New	+$301K	0.07%	67
2023 Q2	–	Sell	-1,252	Closed	-$186K	–	106
2023 Q1	$186K	Sell	1,252 -115	-8%	-$16.4K	0.06%	61
2022 Q4	$207K	Buy	+1,367	New	+$192K	0.09%	63
2022 Q2	–	Sell	-1,382	Closed	-$211K	–	71
2022 Q1	$211K	Sell	1,382 -279	-17%	-$43.6K	0.07%	70
2021 Q4	$272K	Sell	1,661 -25	-1%	-$3.71K	0.07%	71
2021 Q3	$236K	Buy	+1,686	New	+$239K	0.07%	70
2014 Q3	–	Sell	-3,030	Closed	-$238K	–	96
2014 Q2	$238K	Buy	3,030 +25	+0.8%	+$2.02K	0.12%	89
2014 Q1	$242K	Sell	3,005 -471	-14%	-$37.1K	0.12%	91
2013 Q4	$283K	Buy	3,476 +82	+2%	+$6.68K	0.15%	85
2013 Q3	$257K	Hold	3,394	–	–	0.15%	86
2013 Q2	$261K	Buy	+3,394	New	+$266K	0.15%	82

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carderock Capital Management's PG Position: Q3 2025 in Review

Carderock Capital Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,075 shares — an estimated $171K sold.

Carderock Capital Management first reported a position in PG in Q2 2013 and held it in 12 quarters. The position peaked at $297K in Q4 2024. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.

Carderock Capital Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
Carderock Capital Management sold 1,075 Procter & Gamble shares in Q3 2025, an estimated $171K.
Carderock Capital Management first reported a position in Procter & Gamble in Q2 2013 and held it in 12 quarters.
Carderock Capital Management's Procter & Gamble position peaked at $297K in Q4 2024.
3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.