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Commonwealth Retirement Investments’s Procter & Gamble PG Stock Holding History

Commonwealth Retirement Investments’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 		$9.78M Buy
66,714
+51,978
+353% +$7.57M 2.66% 7
2026
Q1 		$2.13M Sell
14,736
-224
-1% -$34K 0.66% 43
2025
Q4 		$2.14M Sell
14,960
-142
-0.9% -$20.9K 0.69% 40
2025
Q3 		$2.32M Sell
15,102
-307
-2% -$47.9K 0.79% 39
2025
Q2 		$2.45M Sell
15,409
-14,531
-49% -$2.37M 0.93% 36
2025
Q1 		$5.1M Buy
29,940
+579
+2% +$97K 2.07% 14
2024
Q4 		$4.92M Buy
29,361
+692
+2% +$118K 2.03% 14
2024
Q3 		$4.97M Buy
28,669
+323
+1% +$54.8K 2.08% 15
2024
Q2 		$4.67M Buy
28,346
+1,247
+5% +$204K 2.14% 14
2024
Q1 		$4.4M Buy
27,099
+496
+2% +$77.8K 2.1% 17
2023
Q4 		$3.9M Sell
26,603
-13,541
-34% -$2.01M 2.07% 15
2023
Q3 		$5.86M Buy
40,144
+554
+1% +$84.6K 3.38% 10
2023
Q2 		$6.01M Buy
39,590
+278
+0.7% +$41.9K 3.35% 10
2023
Q1 		$5.85M Buy
39,312
+234
+0.6% +$33.5K 3.47% 10
2022
Q4 		$5.92M Buy
+39,078
New +$5.48M 3.59% 9

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

Commonwealth Retirement Investments's PG Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its Procter & Gamble (PG) stake by 353% in Q2 2026, buying an estimated $7.57M and bringing the position to 66,714 shares worth $9.78M. The position accounts for 2.66% of the portfolio, ranked #7.

Commonwealth Retirement Investments first reported a position in PG in Q4 2022 and has held it in 15 quarters since. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Commonwealth Retirement Investments held 66,714 shares of Procter & Gamble worth $9.78M as of Q2 2026.
  • Commonwealth Retirement Investments bought 51,978 Procter & Gamble shares in Q2 2026, an estimated $7.57M.
  • Procter & Gamble made up 2.66% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #7 holding.
  • Commonwealth Retirement Investments first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.