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Cherry Creek Investment Advisors’s Procter & Gamble PG Stock Holding History

Cherry Creek Investment Advisors’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 		$652K Buy
4,515
+319
+8% +$48.4K 0.28% 54
2025
Q4 		$601K Sell
4,196
-104
-2% -$15.3K 0.26% 61
2025
Q3 		$661K Buy
4,300
+29
+0.7% +$4.53K 0.29% 58
2025
Q2 		$680K Sell
4,271
-231
-5% -$37.7K 0.32% 51
2025
Q1 		$767K Buy
4,502
+27
+0.6% +$4.52K 0.4% 46
2024
Q4 		$750K Buy
4,475
+26
+0.6% +$4.43K 0.37% 43
2024
Q3 		$771K Buy
4,449
+27
+0.6% +$4.58K 0.4% 39
2024
Q2 		$729K Buy
4,422
+26
+0.6% +$4.25K 0.38% 42
2024
Q1 		$713K Buy
4,396
+26
+0.6% +$4.08K 0.39% 44
2023
Q4 		$640K Buy
4,370
+9
+0.2% +$1.33K 0.39% 47
2023
Q3 		$636K Buy
4,361
+26
+0.6% +$3.97K 0.43% 45
2023
Q2 		$658K Buy
4,335
+26
+0.6% +$3.92K 0.44% 42
2023
Q1 		$641K Buy
4,309
+28
+0.7% +$4K 0.47% 41
2022
Q4 		$649K Buy
4,281
+27
+0.6% +$3.79K 0.5% 43
2022
Q3 		$537K Buy
4,254
+26
+0.6% +$3.69K 0.45% 47
2022
Q2 		$608K Buy
4,228
+24
+0.6% +$3.61K 0.49% 46
2022
Q1 		$642K Buy
4,204
+23
+0.6% +$3.6K 0.42% 49
2021
Q4 		$684K Buy
4,181
+23
+0.6% +$3.42K 0.42% 50
2021
Q3 		$581K Buy
4,158
+22
+0.5% +$3.12K 0.39% 52
2021
Q2 		$558K Buy
+4,136
New +$560K 0.37% 58

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

Cherry Creek Investment Advisors's PG Position: Q1 2026 in Review

Cherry Creek Investment Advisors increased its Procter & Gamble (PG) stake by 7.6% in Q1 2026, buying an estimated $48.4K and bringing the position to 4,515 shares worth $652K. The position accounts for 0.28% of the portfolio, ranked #54.

Cherry Creek Investment Advisors first reported a position in PG in Q2 2021 and has held it in 20 quarters since. The position peaked at $771K in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cherry Creek Investment Advisors held 4,515 shares of Procter & Gamble worth $652K as of Q1 2026.
  • Cherry Creek Investment Advisors bought 319 Procter & Gamble shares in Q1 2026, an estimated $48.4K.
  • Procter & Gamble made up 0.28% of Cherry Creek Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • Cherry Creek Investment Advisors first reported a position in Procter & Gamble in Q2 2021 and has held it in 20 quarters since.
  • Cherry Creek Investment Advisors's Procter & Gamble position peaked at $771K in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.