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Coastwise Capital Group’s Procter & Gamble PG Stock Holding History

Coastwise Capital Group’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 		$1.25M Buy
8,510
+1,408
+20% +$205K 0.73% 37
2026
Q1 		$1.03M Buy
7,102
+577
+9% +$87.5K 0.57% 41
2025
Q4 		$935K Buy
6,525
+396
+6% +$58.4K 0.47% 48
2025
Q3 		$942K Buy
6,129
+760
+14% +$119K 0.66% 41
2025
Q2 		$855K Buy
5,369
+26
+0.5% +$4.24K 0.68% 39
2025
Q1 		$910K Buy
5,343
+72
+1% +$12.1K 0.77% 36
2024
Q4 		$884K Buy
5,271
+21
+0.4% +$3.58K 0.71% 38
2024
Q3 		$909K Buy
5,250
+638
+14% +$108K 0.75% 35
2024
Q2 		$761K Sell
4,612
-45
-1% -$7.36K 0.72% 37
2024
Q1 		$756K Sell
4,657
-254
-5% -$39.8K 0.7% 40
2023
Q4 		$720K Buy
4,911
+363
+8% +$53.8K 0.73% 40
2023
Q3 		$663K Buy
4,548
+147
+3% +$22.5K 0.76% 43
2023
Q2 		$668K Buy
4,401
+844
+24% +$127K 0.76% 38
2023
Q1 		$529K Buy
3,557
+1,608
+83% +$230K 0.6% 47
2022
Q4 		$295K Buy
+1,949
New +$273K 0.35% 81

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Coastwise Capital Group's PG Position: Q2 2026 in Review

Coastwise Capital Group increased its Procter & Gamble (PG) stake by 20% in Q2 2026, buying an estimated $205K and bringing the position to 8,510 shares worth $1.25M. The position accounts for 0.73% of the portfolio, ranked #37.

Coastwise Capital Group first reported a position in PG in Q4 2022 and has held it in 15 quarters since. 898 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Coastwise Capital Group held 8,510 shares of Procter & Gamble worth $1.25M as of Q2 2026.
  • Coastwise Capital Group bought 1,408 Procter & Gamble shares in Q2 2026, an estimated $205K.
  • Procter & Gamble made up 0.73% of Coastwise Capital Group's portfolio in Q2 2026, its #37 holding.
  • Coastwise Capital Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • 898 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.