COFG Advisors’s Procter & Gamble PG Stock Holding History

COFG 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	$302K	Buy	2,087 +235	+13%	+$35.6K	0.07%	172
2025 Q4	$265K	Buy	+1,852	New	+$273K	0.07%	186

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

COFG Advisors's PG Position: Q1 2026 in Review

COFG Advisors increased its Procter & Gamble (PG) stake by 13% in Q1 2026, buying an estimated $35.6K and bringing the position to 2,087 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #172.

COFG Advisors first reported a position in PG in Q4 2025 and has held it in 2 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

COFG Advisors held 2,087 shares of Procter & Gamble worth $302K as of Q1 2026.
COFG Advisors bought 235 Procter & Gamble shares in Q1 2026, an estimated $35.6K.
Procter & Gamble made up 0.07% of COFG Advisors's portfolio in Q1 2026, its #172 holding.
COFG Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.