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CDM Financial Counseling Services’s Procter & Gamble PG Stock Holding History

CDM Financial Counseling Services’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 		– Sell
-1,419
Closed -$205K – 81
2026
Q1 		$205K Sell
1,419
-129
-8% -$19.6K 0.2% 80
2025
Q4 		$222K Buy
+1,548
New +$228K 0.21% 75

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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

CDM Financial Counseling Services's PG Position: Q2 2026 in Review

CDM Financial Counseling Services sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,419 shares — an estimated $205K sold.

CDM Financial Counseling Services first reported a position in PG in Q4 2025 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 4,013 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • CDM Financial Counseling Services reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • CDM Financial Counseling Services sold 1,419 Procter & Gamble shares in Q2 2026, an estimated $205K.
  • CDM Financial Counseling Services first reported a position in Procter & Gamble in Q4 2025 and held it in 2 quarters.
  • CDM Financial Counseling Services's Procter & Gamble position peaked at $222K in Q4 2025.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.