Coastal Bridge Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.67M | Buy |
25,385
+1,824
| +8% | +$277K | 0.26% | 89 |
|
|
2025
Q4 | $3.38M | Sell |
23,561
-779
| -3% | -$115K | 0.25% | 96 |
|
|
2025
Q3 | $3.74M | Buy |
24,340
+209
| +0.9% | +$32.6K | 0.28% | 93 |
|
|
2025
Q2 | $3.84M | Buy |
+24,131
| New | +$3.94M | 0.32% | 86 |
|
|
2025
Q1 | – | Sell |
-10,641
| Closed | -$1.78M | – | 362 |
|
|
2024
Q4 | $1.78M | Sell |
10,641
-311
| -3% | -$53K | 0.45% | 46 |
|
|
2024
Q3 | $1.9M | Buy |
10,952
+604
| +6% | +$103K | 0.47% | 43 |
|
|
2024
Q2 | $1.71M | Sell |
10,348
-319
| -3% | -$52.2K | 0.42% | 47 |
|
|
2024
Q1 | $1.73M | Buy |
10,667
+23
| +0.2% | +$3.61K | 0.4% | 44 |
|
|
2023
Q4 | $1.56M | Buy |
10,644
+23
| +0.2% | +$3.41K | 0.4% | 46 |
|
|
2023
Q3 | $1.55M | Buy |
10,621
+253
| +2% | +$38.6K | 0.42% | 39 |
|
|
2023
Q2 | $1.57M | Buy |
10,368
+24
| +0.2% | +$3.62K | 0.39% | 42 |
|
|
2023
Q1 | $1.54M | Sell |
10,344
-203
| -2% | -$29K | 0.39% | 43 |
|
|
2022
Q4 | $1.6M | Buy |
10,547
+248
| +2% | +$34.8K | 0.45% | 43 |
|
|
2022
Q3 | $1.3M | Sell |
10,299
-6
| -0.1% | -$852 | 0.35% | 50 |
|
|
2022
Q2 | $1.48M | Buy |
10,305
+690
| +7% | +$104K | 0.46% | 47 |
|
|
2022
Q1 | $1.47M | Sell |
9,615
-8,747
| -48% | -$1.37M | 0.34% | 47 |
|
|
2021
Q4 | $2.79M | Buy |
18,362
+8,791
| +92% | +$1.31M | 0.58% | 38 |
|
|
2021
Q3 | $1.34M | Sell |
9,571
-577
| -6% | -$81.8K | 0.31% | 48 |
|
|
2021
Q2 | $1.37M | Buy |
10,148
+447
| +5% | +$60.5K | 0.28% | 49 |
|
|
2021
Q1 | $1.31M | Buy |
9,701
+933
| +11% | +$122K | 0.24% | 43 |
|
|
2020
Q4 | $1.22M | Buy |
8,768
+120
| +1% | +$16.8K | 0.24% | 44 |
|
|
2020
Q3 | $1.2M | Buy |
8,648
+22
| +0.3% | +$2.92K | 0.37% | 41 |
|
|
2020
Q2 | $1.03M | Buy |
8,626
+210
| +2% | +$24.5K | 0.33% | 47 |
|
|
2020
Q1 | $926K | Buy |
8,416
+151
| +2% | +$18.1K | 0.34% | 47 |
|
|
2019
Q4 | $1.03M | Sell |
8,265
-143
| -2% | -$17.5K | 0.27% | 46 |
|
|
2019
Q3 | $1.05M | Buy |
8,408
+188
| +2% | +$22.2K | 0.36% | 45 |
|
|
2019
Q2 | $901K | Sell |
8,220
-153
| -2% | -$16.3K | 0.27% | 47 |
|
|
2019
Q1 | $871K | Buy |
8,373
+204
| +2% | +$19.9K | 0.3% | 47 |
|
|
2018
Q4 | $751K | Buy |
8,169
+28
| +0.3% | +$2.5K | 0.3% | 48 |
|
|
2018
Q3 | $678K | Buy |
8,141
+30
| +0.4% | +$2.45K | 0.26% | 54 |
|
|
2018
Q2 | $633K | Sell |
8,111
-18
| -0.2% | -$1.35K | 0.25% | 54 |
|
|
2018
Q1 | $644K | Sell |
8,129
-948
| -10% | -$79K | 0.23% | 57 |
|
|
2017
Q4 | $823K | Sell |
9,077
-850
| -9% | -$76.4K | 0.26% | 47 |
|
|
2017
Q3 | $903K | Buy |
9,927
+24
| +0.2% | +$2.19K | 0.3% | 40 |
|
|
2017
Q2 | $863K | Sell |
9,903
-126
| -1% | -$11.1K | 0.29% | 41 |
|
|
2017
Q1 | $901K | Sell |
10,029
-579
| -5% | -$51.3K | 0.31% | 35 |
|
|
2016
Q4 | $892K | Buy |
10,608
+581
| +6% | +$49.5K | 0.35% | 32 |
|
|
2016
Q3 | $900K | Buy |
10,027
+29
| +0.3% | +$2.52K | 0.44% | 20 |
|
|
2016
Q2 | $846K | Buy |
9,998
+31
| +0.3% | +$2.54K | 0.44% | 22 |
|
|
2016
Q1 | $820K | Buy |
9,967
+16
| +0.2% | +$1.29K | 0.57% | 23 |
|
|
2015
Q4 | $790K | Buy |
+9,951
| New | +$760K | 0.44% | 25 |
|
Other funds holding PG
VCM
VPM
Coastal Bridge Advisors's PG Position: Q1 2026 in Review
Coastal Bridge Advisors increased its Procter & Gamble (PG) stake by 7.7% in Q1 2026, buying an estimated $277K and bringing the position to 25,385 shares worth $3.67M. The position accounts for 0.26% of the portfolio, ranked #89.
Coastal Bridge Advisors first reported a position in PG in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.84M in Q2 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Coastal Bridge Advisors held 25,385 shares of Procter & Gamble worth $3.67M as of Q1 2026.
- Coastal Bridge Advisors bought 1,824 Procter & Gamble shares in Q1 2026, an estimated $277K.
- Procter & Gamble made up 0.26% of Coastal Bridge Advisors's portfolio in Q1 2026, its #89 holding.
- Coastal Bridge Advisors first reported a position in Procter & Gamble in Q4 2015 and has held it in 41 quarters since.
- Coastal Bridge Advisors's Procter & Gamble position peaked at $3.84M in Q2 2025.
- 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.