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Carrera Capital Advisors’s Procter & Gamble PG Stock Holding History

Carrera Capital 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
Q1 		$316K Sell
2,187
-97
-4% -$14.7K 0.05% 136
2025
Q4 		$327K Buy
2,284
+444
+24% +$65.5K 0.06% 123
2025
Q3 		$283K Buy
1,840
+50
+3% +$7.81K 0.05% 119
2025
Q2 		$285K Sell
1,790
-126
-7% -$20.6K 0.06% 118
2025
Q1 		$326K Buy
1,916
+203
+12% +$34K 0.07% 121
2024
Q4 		$287K Sell
1,713
-68
-4% -$11.6K 0.07% 119
2024
Q3 		$309K Sell
1,781
-133
-7% -$22.6K 0.08% 92
2024
Q2 		$316K Buy
+1,914
New +$313K 0.1% 70

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

Carrera Capital Advisors's PG Position: Q1 2026 in Review

Carrera Capital Advisors reduced its Procter & Gamble (PG) stake by 4.2% in Q1 2026, selling an estimated $14.7K and leaving 2,187 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #136.

Carrera Capital Advisors first reported a position in PG in Q2 2024 and has held it in 8 quarters since. The position peaked at $327K in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Carrera Capital Advisors held 2,187 shares of Procter & Gamble worth $316K as of Q1 2026.
  • Carrera Capital Advisors sold 97 Procter & Gamble shares in Q1 2026, an estimated $14.7K.
  • Procter & Gamble made up 0.05% of Carrera Capital Advisors's portfolio in Q1 2026, its #136 holding.
  • Carrera Capital Advisors first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
  • Carrera Capital Advisors's Procter & Gamble position peaked at $327K in Q4 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.