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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
Q2 		$357K Buy
2,435
+248
+11% +$36.1K 0.05% 158
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 $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

Carrera Capital Advisors's PG Position: Q2 2026 in Review

Carrera Capital Advisors increased its Procter & Gamble (PG) stake by 11% in Q2 2026, buying an estimated $36.1K and bringing the position to 2,435 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #158.

Carrera Capital Advisors first reported a position in PG in Q2 2024 and has held it in 9 quarters since. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Carrera Capital Advisors held 2,435 shares of Procter & Gamble worth $357K as of Q2 2026.
  • Carrera Capital Advisors bought 248 Procter & Gamble shares in Q2 2026, an estimated $36.1K.
  • Procter & Gamble made up 0.05% of Carrera Capital Advisors's portfolio in Q2 2026, its #158 holding.
  • Carrera Capital Advisors first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.