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Concord Investment Counsel’s Procter & Gamble PG Stock Holding History

Concord Investment Counsel’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 		$139K Sell
960
-58
-6% -$8.79K 0.05% 38
2025
Q4 		$146K Sell
1,018
-555
-35% -$81.8K 0.05% 35
2025
Q3 		$242K Buy
+1,573
New +$246K 0.08% 35
2024
Q1 		$204K Buy
+1,256
New +$197K 0.07% 51

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concord Investment Counsel's PG Position: Q1 2026 in Review

Concord Investment Counsel reduced its Procter & Gamble (PG) stake by 5.7% in Q1 2026, selling an estimated $8.79K and leaving 960 shares worth $139K. The position accounts for 0.05% of the portfolio, ranked #38.

Concord Investment Counsel first reported a position in PG in Q1 2024 and has held it in 4 quarters since. The position peaked at $242K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Concord Investment Counsel held 960 shares of Procter & Gamble worth $139K as of Q1 2026.
  • Concord Investment Counsel sold 58 Procter & Gamble shares in Q1 2026, an estimated $8.79K.
  • Procter & Gamble made up 0.05% of Concord Investment Counsel's portfolio in Q1 2026, its #38 holding.
  • Concord Investment Counsel first reported a position in Procter & Gamble in Q1 2024 and has held it in 4 quarters since.
  • Concord Investment Counsel's Procter & Gamble position peaked at $242K in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.