CFCI
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Comprehensive Financial Consultants Institutional’s Procter & Gamble PG Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.61M Buy
10,986
+293
+3% +$42.6K 0.43% 76
2026
Q1 		$1.54M Buy
10,693
+852
+9% +$129K 0.46% 79
2025
Q4 		$1.41M Buy
9,841
+515
+6% +$75.9K 0.43% 80
2025
Q3 		$1.43M Buy
9,326
+456
+5% +$71.2K 0.44% 77
2025
Q2 		$1.41M Sell
8,870
-344
-4% -$56.1K 0.46% 74
2025
Q1 		$1.57M Sell
9,214
-252
-3% -$42.2K 0.56% 67
2024
Q4 		$1.59M Sell
9,466
-121
-1% -$20.6K 0.58% 64
2024
Q3 		$1.66M Sell
9,587
-76
-0.8% -$12.9K 0.61% 60
2024
Q2 		$1.59M Buy
9,663
+280
+3% +$45.8K 0.62% 61
2024
Q1 		$1.52M Buy
9,383
+550
+6% +$86.3K 0.63% 60
2023
Q4 		$1.29M Buy
8,833
+158
+2% +$23.4K 0.6% 68
2023
Q3 		$1.27M Sell
8,675
-62
-0.7% -$9.47K 0.66% 60
2023
Q2 		$1.3M Buy
8,737
+112
+1% +$16.9K 0.69% 58
2023
Q1 		$1.28M Buy
8,625
+310
+4% +$44.3K 0.72% 50
2022
Q4 		$1.25M Buy
8,315
+223
+3% +$31.3K 0.75% 48
2022
Q3 		$1.03M Buy
8,092
+503
+7% +$71.5K 0.68% 49
2022
Q2 		$1.1M Sell
7,589
-14
-0.2% -$2.1K 0.78% 42
2022
Q1 		$1.19M Sell
7,603
-122
-2% -$19.1K 0.83% 35
2021
Q4 		$1.22M Buy
+7,725
New +$1.15M 0.78% 34

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

Comprehensive Financial Consultants Institutional's PG Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Procter & Gamble (PG) stake by 2.7% in Q2 2026, buying an estimated $42.6K and bringing the position to 10,986 shares worth $1.61M. The position accounts for 0.43% of the portfolio, ranked #76.

Comprehensive Financial Consultants Institutional first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 10,986 shares of Procter & Gamble worth $1.61M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 293 Procter & Gamble shares in Q2 2026, an estimated $42.6K.
  • Procter & Gamble made up 0.43% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #76 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Procter & Gamble position peaked at $1.66M in Q3 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.