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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
Q2 		$141K Buy
1,033
+73
+8% +$10.6K 0.04% 43
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 $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

Concord Investment Counsel's PG Position: Q2 2026 in Review

Concord Investment Counsel increased its Procter & Gamble (PG) stake by 7.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 1,033 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #43.

Concord Investment Counsel first reported a position in PG in Q1 2024 and has held it in 5 quarters since. The position peaked at $242K in Q3 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Concord Investment Counsel held 1,033 shares of Procter & Gamble worth $141K as of Q2 2026.
  • Concord Investment Counsel bought 73 Procter & Gamble shares in Q2 2026, an estimated $10.6K.
  • Procter & Gamble made up 0.04% of Concord Investment Counsel's portfolio in Q2 2026, its #43 holding.
  • Concord Investment Counsel first reported a position in Procter & Gamble in Q1 2024 and has held it in 5 quarters since.
  • Concord Investment Counsel's Procter & Gamble position peaked at $242K in Q3 2025.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.