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 Q2	$370K	Buy	2,523 +436	+21%	+$63.5K	0.06%	215
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

COFG Advisors's PG Position: Q2 2026 in Review

COFG Advisors increased its Procter & Gamble (PG) stake by 21% in Q2 2026, buying an estimated $63.5K and bringing the position to 2,523 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #215.

COFG Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

COFG Advisors held 2,523 shares of Procter & Gamble worth $370K as of Q2 2026.
COFG Advisors bought 436 Procter & Gamble shares in Q2 2026, an estimated $63.5K.
Procter & Gamble made up 0.06% of COFG Advisors's portfolio in Q2 2026, its #215 holding.
COFG Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.