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Churchill Financial Advisors’s Procter & Gamble PG Stock Holding History

Churchill Financial 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
Q2 		$268K Sell
1,826
-11,037
-86% -$1.61M 0.05% 116
2026
Q1 		$1.86M Buy
12,863
+3,094
+32% +$469K 0.39% 49
2025
Q4 		$1.4M Buy
+9,769
New +$1.44M 0.43% 48

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Churchill Financial Advisors's PG Position: Q2 2026 in Review

Churchill Financial Advisors reduced its Procter & Gamble (PG) stake by 86% in Q2 2026, selling an estimated $1.61M and leaving 1,826 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #116.

Churchill Financial Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q1 2026. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Churchill Financial Advisors held 1,826 shares of Procter & Gamble worth $268K as of Q2 2026.
  • Churchill Financial Advisors sold 11,037 Procter & Gamble shares in Q2 2026, an estimated $1.61M.
  • Procter & Gamble made up 0.05% of Churchill Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Churchill Financial Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Churchill Financial Advisors's Procter & Gamble position peaked at $1.86M in Q1 2026.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.