CCLA Investment Management’s Procter & Gamble PG Stock Holding History

CCLA Investment Management’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 Q4	$2.9M	Buy	20,218 +1,291	+7%	+$190K	0.05%	54
2025 Q3	$2.91M	Hold	18,927	–	–	0.05%	52
2025 Q2	$3.01K	Buy	18,927 +2,712	+17%	+$443K	﹤0.01%	52
2025 Q1	$2.76M	Buy	16,215 +1,080	+7%	+$181K	0.05%	54
2024 Q4	$2.54M	Buy	15,135 +1,077	+8%	+$183K	0.04%	58
2024 Q3	$2.32M	Hold	14,058	–	–	0.04%	63
2024 Q2	$2.32M	Hold	14,058	–	–	0.04%	63
2024 Q1	$2.28M	Buy	14,058 +4,433	+46%	+$695K	0.04%	67
2023 Q4	$1.41M	Hold	9,625	–	–	0.02%	69
2023 Q3	$1.4M	Hold	9,625	–	–	0.03%	70
2023 Q2	$1.46M	Hold	9,625	–	–	0.03%	70
2023 Q1	$1.43M	Hold	9,625	–	–	0.03%	74
2022 Q4	$1.46M	Hold	9,625	–	–	0.03%	71
2022 Q3	$1.22M	Buy	+9,625	New	+$1.37M	0.03%	73
2022 Q1	$1.47M	Buy	9,625 +2,163	+29%	+$338K	0.03%	74
2021 Q4	$1.22M	Hold	7,462	–	–	0.02%	74
2021 Q3	$1.04M	Hold	7,462	–	–	0.02%	74
2021 Q2	$1.01K	Hold	7,462	–	–	0.01%	73
2021 Q1	$1.01M	Hold	7,462	–	–	0.02%	71
2020 Q4	$1.04M	Hold	7,462	–	–	0.02%	68
2020 Q3	$1.04M	Buy	+7,462	New	+$991K	0.03%	60

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCLA Investment Management's PG Position: Q4 2025 in Review

CCLA Investment Management increased its Procter & Gamble (PG) stake by 6.8% in Q4 2025, buying an estimated $190K and bringing the position to 20,218 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #54.

CCLA Investment Management first reported a position in PG in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.91M in Q3 2025. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

CCLA Investment Management held 20,218 shares of Procter & Gamble worth $2.9M as of Q4 2025.
CCLA Investment Management bought 1,291 Procter & Gamble shares in Q4 2025, an estimated $190K.
Procter & Gamble made up 0.05% of CCLA Investment Management's portfolio in Q4 2025, its #54 holding.
CCLA Investment Management first reported a position in Procter & Gamble in Q3 2020 and has held it in 21 quarters since.
CCLA Investment Management's Procter & Gamble position peaked at $2.91M in Q3 2025.
4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.