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Checchi Capital Advisers’s Procter & Gamble PG Stock Holding History

Checchi Capital Advisers’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 		$2.94M Sell
20,070
-1,127
-5% -$164K 0.13% 111
2026
Q1 		$3.06M Buy
21,197
+191
+0.9% +$29K 0.15% 106
2025
Q4 		$3.01M Sell
21,006
-2,848
-12% -$420K 0.15% 97
2025
Q3 		$3.67M Sell
23,854
-2,727
-10% -$426K 0.19% 89
2025
Q2 		$4.23M Sell
26,581
-479
-2% -$78.2K 0.24% 81
2025
Q1 		$4.61M Buy
27,060
+666
+3% +$112K 0.24% 75
2024
Q4 		$4.42M Sell
26,394
-355
-1% -$60.5K 0.26% 75
2024
Q3 		$4.63M Buy
26,749
+50
+0.2% +$8.49K 0.26% 68
2024
Q2 		$4.4M Buy
26,699
+193
+0.7% +$31.6K 0.22% 68
2024
Q1 		$4.3M Sell
26,506
-363
-1% -$56.9K 0.34% 73
2023
Q4 		$3.94M Buy
26,869
+165
+0.6% +$24.4K 0.32% 70
2023
Q3 		$3.89M Sell
26,704
-1,025
-4% -$157K 0.36% 67
2023
Q2 		$4.21M Sell
27,729
-268
-1% -$40.4K 0.38% 65
2023
Q1 		$4.16M Sell
27,997
-44
-0.2% -$6.29K 0.4% 59
2022
Q4 		$4.25M Sell
28,041
-498
-2% -$69.8K 0.44% 56
2022
Q3 		$3.6M Sell
28,539
-1,745
-6% -$248K 0.34% 68
2022
Q2 		$4.21M Buy
30,284
+2,775
+10% +$417K 0.36% 57
2022
Q1 		$4.2M Buy
27,509
+1,309
+5% +$205K 0.36% 56
2021
Q4 		$4.29M Buy
26,200
+280
+1% +$41.6K 0.38% 55
2021
Q3 		$3.62M Buy
25,920
+64
+0.2% +$9.07K 0.36% 55
2021
Q2 		$3.49M Sell
25,856
-991
-4% -$134K 0.34% 62
2021
Q1 		$3.64M Sell
26,847
-992
-4% -$129K 0.36% 48
2020
Q4 		$3.87M Buy
27,839
+322
+1% +$45K 0.4% 44
2020
Q3 		$3.83M Sell
27,517
-175
-0.6% -$23.2K 0.42% 33
2020
Q2 		$3.31M Sell
27,692
-858
-3% -$100K 0.4% 35
2020
Q1 		$3.14M Buy
28,550
+1,388
+5% +$167K 0.3% 34
2019
Q4 		$3.39M Buy
27,162
+625
+2% +$76.5K 0.45% 35
2019
Q3 		$3.3M Buy
26,537
+1,040
+4% +$123K 0.43% 33
2019
Q2 		$2.8M Sell
25,497
-909
-3% -$96.9K 0.36% 39
2019
Q1 		$2.75M Sell
26,406
-2,897
-10% -$282K 0.32% 41
2018
Q4 		$2.69M Sell
29,303
-977
-3% -$87.3K 0.35% 37
2018
Q3 		$2.52M Buy
30,280
+2,496
+9% +$204K 0.29% 53
2018
Q2 		$2.17M Sell
27,784
-985
-3% -$74.1K 0.27% 51
2018
Q1 		$2.28M Buy
28,769
+514
+2% +$42.9K 0.3% 48
2017
Q4 		$2.6M Buy
28,255
+59
+0.2% +$5.31K 0.35% 36
2017
Q3 		$2.56M Sell
28,196
-233
-0.8% -$21.2K 0.26% 36
2017
Q2 		$2.48M Sell
28,429
-695
-2% -$61.3K 0.27% 34
2017
Q1 		$2.62M Sell
29,124
-2,671
-8% -$237K 0.3% 34
2016
Q4 		$2.67M Buy
31,795
+1,976
+7% +$168K 0.36% 26
2016
Q3 		$2.68M Buy
29,819
+5,085
+21% +$442K 0.3% 31
2016
Q2 		$2.09M Sell
24,734
-717
-3% -$58.9K 0.24% 39
2016
Q1 		$2.1M Sell
25,451
-112
-0.4% -$9.02K 0.47% 36
2015
Q4 		$2.03M Sell
25,563
-3,904
-13% -$298K 0.51% 32
2015
Q3 		$2.12M Buy
29,467
+1,529
+5% +$115K 0.58% 32
2015
Q2 		$2.19M Buy
27,938
+1,825
+7% +$147K 0.58% 33
2015
Q1 		$2.14M Buy
26,113
+542
+2% +$46.6K 0.63% 34
2014
Q4 		$2.33M Buy
25,571
+6,207
+32% +$546K 0.87% 23
2014
Q3 		$1.62M Buy
19,364
+2,932
+18% +$240K 0.67% 34
2014
Q2 		$1.29M Buy
16,432
+2,389
+17% +$193K 0.59% 39
2014
Q1 		$1.13M Buy
14,043
+3,192
+29% +$252K 0.69% 34
2013
Q4 		$883K Buy
+10,851
New +$884K 0.69% 29

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Checchi Capital Advisers's PG Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Procter & Gamble (PG) stake by 5.3% in Q2 2026, selling an estimated $164K and leaving 20,070 shares worth $2.94M. The position accounts for 0.13% of the portfolio, ranked #111.

Checchi Capital Advisers first reported a position in PG in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.63M in Q3 2024. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Checchi Capital Advisers held 20,070 shares of Procter & Gamble worth $2.94M as of Q2 2026.
  • Checchi Capital Advisers sold 1,127 Procter & Gamble shares in Q2 2026, an estimated $164K.
  • Procter & Gamble made up 0.13% of Checchi Capital Advisers's portfolio in Q2 2026, its #111 holding.
  • Checchi Capital Advisers first reported a position in Procter & Gamble in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's Procter & Gamble position peaked at $4.63M in Q3 2024.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.