Carolina Wealth Advisors’s Procter & Gamble PG Stock Holding History

Carolina Wealth Advisors’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 Q2	$2.39M	Sell	16,291 -248	-1%	-$36.1K	0.94%	37
2026 Q1	$2.39M	Buy	16,539 +15,671	+1,805%	+$2.38M	0.99%	33
2025 Q4	$124K	Buy	868 +10	+1%	+$1.47K	0.06%	84
2025 Q3	$132K	Buy	858 +346	+68%	+$54K	0.06%	83
2025 Q2	$81.6K	Hold	512	–	–	0.04%	81
2025 Q1	$87.3K	Sell	512 -198	-28%	-$33.2K	0.05%	77
2024 Q4	$119K	Hold	710	–	–	0.06%	76
2024 Q3	$123K	Hold	710	–	–	0.06%	66
2024 Q2	$117K	Hold	710	–	–	0.06%	64
2024 Q1	$115K	Buy	710 +70	+11%	+$11K	0.06%	70
2023 Q4	$93.8K	Hold	640	–	–	0.05%	88
2023 Q3	$93.3K	Hold	640	–	–	0.05%	93
2023 Q2	$97.1K	Hold	640	–	–	0.06%	78
2023 Q1	$95.2K	Hold	640	–	–	0.06%	86
2022 Q4	$97K	Sell	640 -60	-9%	-$8.41K	0.06%	81
2022 Q3	$88K	Hold	700	–	–	0.07%	76
2022 Q2	$101K	Hold	700	–	–	0.07%	89
2022 Q1	$107K	Hold	700	–	–	0.07%	95
2021 Q4	$115K	Hold	700	–	–	0.07%	97
2021 Q3	$98K	Hold	700	–	–	0.06%	98
2021 Q2	$94K	Hold	700	–	–	0.06%	108
2021 Q1	$95K	Hold	700	–	–	0.07%	98
2020 Q4	$97K	Buy	+700	New	+$97.8K	0.08%	60

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Carolina Wealth Advisors's PG Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Procter & Gamble (PG) stake by 1.5% in Q2 2026, selling an estimated $36.1K and leaving 16,291 shares worth $2.39M. The position accounts for 0.94% of the portfolio, ranked #37.

Carolina Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Carolina Wealth Advisors held 16,291 shares of Procter & Gamble worth $2.39M as of Q2 2026.
Carolina Wealth Advisors sold 248 Procter & Gamble shares in Q2 2026, an estimated $36.1K.
Procter & Gamble made up 0.94% of Carolina Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Carolina Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.