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Carson Advisory’s Procter & Gamble PG Stock Holding History

Carson Advisory’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 		$1.75M Sell
12,083
-41
-0.3% -$6.22K 0.9% 22
2025
Q4 		$1.74M Buy
12,124
+65
+0.5% +$9.58K 0.9% 23
2025
Q3 		$1.85M Sell
12,059
-52
-0.4% -$8.12K 1% 20
2025
Q2 		$1.93M Sell
12,111
-53
-0.4% -$8.65K 1.23% 20
2025
Q1 		$2.07M Sell
12,164
-64
-0.5% -$10.7K 1.4% 18
2024
Q4 		$2.05M Buy
12,228
+13
+0.1% +$2.21K 1.43% 19
2024
Q3 		$2.12M Buy
12,215
+254
+2% +$43.1K 1.33% 17
2024
Q2 		$1.97M Buy
11,961
+1,582
+15% +$259K 1.38% 17
2024
Q1 		$1.68M Sell
10,379
-76
-0.7% -$11.9K 1.18% 20
2023
Q4 		$1.53M Buy
10,455
+8
+0.1% +$1.19K 1.19% 22
2023
Q3 		$1.52M Sell
10,447
-86
-0.8% -$13.1K 1.34% 16
2023
Q2 		$1.6M Sell
10,533
-120
-1% -$18.1K 1.35% 15
2023
Q1 		$1.58M Sell
10,653
-371
-3% -$53K 1.41% 16
2022
Q4 		$1.67M Buy
11,024
+1,254
+13% +$176K 1.6% 16
2022
Q3 		$1.23M Buy
9,770
+58
+0.6% +$8.24K 1.37% 18
2022
Q2 		$1.4M Buy
9,712
+395
+4% +$59.4K 1.56% 17
2022
Q1 		$1.42M Buy
9,317
+1,839
+25% +$288K 1.42% 16
2021
Q4 		$1.22M Buy
+7,478
New +$1.11M 1.24% 20

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

Carson Advisory's PG Position: Q1 2026 in Review

Carson Advisory reduced its Procter & Gamble (PG) stake by 0.34% in Q1 2026, selling an estimated $6.22K and leaving 12,083 shares worth $1.75M. The position accounts for 0.9% of the portfolio, ranked #22.

Carson Advisory first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.12M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Carson Advisory held 12,083 shares of Procter & Gamble worth $1.75M as of Q1 2026.
  • Carson Advisory sold 41 Procter & Gamble shares in Q1 2026, an estimated $6.22K.
  • Procter & Gamble made up 0.9% of Carson Advisory's portfolio in Q1 2026, its #22 holding.
  • Carson Advisory first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Procter & Gamble position peaked at $2.12M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.