CCP
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Carmel Capital Partners’s Procter & Gamble PG Stock Holding History

Carmel Capital Partners’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
-2,252
Closed -$359K – 147
2025
Q2 		$359K Sell
2,252
-142
-6% -$23.2K 0.13% 106
2025
Q1 		$408K Buy
2,394
+270
+13% +$45.2K 0.16% 106
2024
Q4 		$356K Buy
2,124
+42
+2% +$7.15K 0.14% 110
2024
Q3 		$361K Buy
2,082
+165
+9% +$28K 0.14% 114
2024
Q2 		$316K Buy
1,917
+170
+10% +$27.8K 0.13% 113
2024
Q1 		$283K Buy
1,747
+48
+3% +$7.53K 0.12% 118
2023
Q4 		$249K Sell
1,699
-430
-20% -$63.7K 0.13% 127
2023
Q3 		$311K Buy
2,129
+393
+23% +$60K 0.14% 107
2023
Q2 		$263K Buy
1,736
+89
+5% +$13.4K 0.14% 102
2023
Q1 		$245K Buy
+1,647
New +$235K 0.14% 117

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carmel Capital Partners's PG Position: Q3 2025 in Review

Carmel Capital Partners sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 2,252 shares — an estimated $359K sold.

Carmel Capital Partners first reported a position in PG in Q1 2023 and held it in 10 quarters. The position peaked at $408K in Q1 2025. 3,904 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Carmel Capital Partners reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 2,252 Procter & Gamble shares in Q3 2025, an estimated $359K.
  • Carmel Capital Partners first reported a position in Procter & Gamble in Q1 2023 and held it in 10 quarters.
  • Carmel Capital Partners's Procter & Gamble position peaked at $408K in Q1 2025.
  • 3,904 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.