Certified Advisory Corp’s Procter & Gamble PG Stock Holding History

Certified Advisory Corp’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	$982K	Buy	6,697 +50	+0.8%	+$7.28K	0.08%	164
2026 Q1	$960K	Sell	6,647 -154	-2%	-$23.3K	0.09%	165
2025 Q4	$975K	Buy	6,801 +1,144	+20%	+$169K	0.09%	159
2025 Q3	$869K	Buy	5,657 +63	+1%	+$9.84K	0.08%	166
2025 Q2	$891K	Buy	5,594 +13	+0.2%	+$2.12K	0.09%	161
2025 Q1	$951K	Sell	5,581 -102	-2%	-$17.1K	0.11%	151
2024 Q4	$953K	Buy	5,683 +49	+0.9%	+$8.35K	0.1%	150
2024 Q3	$976K	Buy	5,634 +1,397	+33%	+$237K	0.11%	147
2024 Q2	$699K	Sell	4,237 -75	-2%	-$12.3K	0.09%	161
2024 Q1	$700K	Sell	4,312 -459	-10%	-$72K	0.1%	154
2023 Q4	$699K	Sell	4,771 -245	-5%	-$36.3K	0.11%	150
2023 Q3	$732K	Buy	5,016 +291	+6%	+$44.4K	0.13%	133
2023 Q2	$717K	Sell	4,725 -537	-10%	-$80.9K	0.13%	132
2023 Q1	$782K	Buy	5,262 +290	+6%	+$41.5K	0.14%	138
2022 Q4	$754K	Sell	4,972 -306	-6%	-$42.9K	0.15%	137
2022 Q3	$666K	Buy	5,278 +349	+7%	+$49.6K	0.15%	132
2022 Q2	$709K	Buy	4,929 +20	+0.4%	+$3.01K	0.16%	131
2022 Q1	$750K	Buy	4,909 +8	+0.2%	+$1.25K	0.16%	131
2021 Q4	$802K	Sell	4,901 -1,108	-18%	-$165K	0.18%	127
2021 Q3	$840K	Sell	6,009 -1,074	-15%	-$152K	0.2%	115
2021 Q2	$955K	Buy	7,083 +74	+1%	+$10K	0.24%	101
2021 Q1	$949K	Buy	+7,009	New	+$914K	0.25%	91
2020 Q2	$887K	Buy	7,413 +74	+1%	+$8.63K	0.29%	86
2020 Q1	$808K	Sell	7,339 -115	-2%	-$13.8K	0.32%	80
2019 Q4	$931K	Sell	7,454 -426	-5%	-$52.1K	0.3%	82
2019 Q3	$980K	Sell	7,880 -88	-1%	-$10.4K	0.34%	72
2019 Q2	$874K	Sell	7,968 -812	-9%	-$86.5K	0.33%	78
2019 Q1	$913K	Buy	8,780 +224	+3%	+$21.8K	0.38%	67
2018 Q4	$787K	Sell	8,556 -1,118	-12%	-$99.9K	0.41%	68
2018 Q3	$805K	Buy	9,674 +171	+2%	+$14K	0.37%	67
2018 Q2	$742K	Buy	9,503 +877	+10%	+$66K	0.41%	63
2018 Q1	$683K	Buy	8,626 +5,894	+216%	+$491K	0.4%	70
2017 Q4	$251K	Buy	+2,732	New	+$246K	0.18%	101

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Certified Advisory Corp's PG Position: Q2 2026 in Review

Certified Advisory Corp increased its Procter & Gamble (PG) stake by 0.75% in Q2 2026, buying an estimated $7.28K and bringing the position to 6,697 shares worth $982K. The position accounts for 0.08% of the portfolio, ranked #164.

Certified Advisory Corp first reported a position in PG in Q4 2017 and has held it in 33 quarters since. 1,475 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Certified Advisory Corp held 6,697 shares of Procter & Gamble worth $982K as of Q2 2026.
Certified Advisory Corp bought 50 Procter & Gamble shares in Q2 2026, an estimated $7.28K.
Procter & Gamble made up 0.08% of Certified Advisory Corp's portfolio in Q2 2026, its #164 holding.
Certified Advisory Corp first reported a position in Procter & Gamble in Q4 2017 and has held it in 33 quarters since.
1,475 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.