CPC
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Consolidated Planning Corp’s Procter & Gamble PG Stock Holding History

Consolidated Planning Corp’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 		$558K Buy
3,862
+679
+21% +$103K 0.09% 90
2025
Q4 		$456K Sell
3,183
-663
-17% -$97.8K 0.05% 151
2025
Q3 		$591K Sell
3,846
-32,544
-89% -$5.08M 0.06% 140
2025
Q2 		$5.8M Buy
36,390
+630
+2% +$103K 0.73% 42
2025
Q1 		$6.09M Buy
35,760
+3,535
+11% +$592K 0.84% 37
2024
Q4 		$5.4M Buy
32,225
+28,868
+860% +$4.92M 0.74% 48
2024
Q3 		$581K Sell
3,357
-523
-13% -$88.8K 0.09% 123
2024
Q2 		$640K Sell
3,880
-264
-6% -$43.2K 0.11% 101
2024
Q1 		$672K Buy
4,144
+172
+4% +$27K 0.12% 100
2023
Q4 		$582K Sell
3,972
-2,210
-36% -$327K 0.11% 102
2023
Q3 		$902K Sell
6,182
-20,730
-77% -$3.17M 0.2% 85
2023
Q2 		$4.08M Buy
26,912
+25,326
+1,597% +$3.82M 0.86% 38
2023
Q1 		$236K Hold
1,586
– – 0.06% 109
2022
Q4 		$240K Hold
1,586
– – 0.07% 107
2022
Q3 		$200K Hold
1,586
– – 0.06% 111
2022
Q2 		$228K Buy
1,586
+31
+2% +$4.66K 0.07% 107
2022
Q1 		$238K Sell
1,555
-2
-0.1% -$313 0.17% 51
2021
Q4 		$255K Buy
1,557
+71
+5% +$10.5K 0.16% 53
2021
Q3 		$208K Buy
+1,486
New +$211K 0.14% 58

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

Consolidated Planning Corp's PG Position: Q1 2026 in Review

Consolidated Planning Corp increased its Procter & Gamble (PG) stake by 21% in Q1 2026, buying an estimated $103K and bringing the position to 3,862 shares worth $558K. The position accounts for 0.09% of the portfolio, ranked #90.

Consolidated Planning Corp first reported a position in PG in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.09M in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Consolidated Planning Corp held 3,862 shares of Procter & Gamble worth $558K as of Q1 2026.
  • Consolidated Planning Corp bought 679 Procter & Gamble shares in Q1 2026, an estimated $103K.
  • Procter & Gamble made up 0.09% of Consolidated Planning Corp's portfolio in Q1 2026, its #90 holding.
  • Consolidated Planning Corp first reported a position in Procter & Gamble in Q3 2021 and has held it in 19 quarters since.
  • Consolidated Planning Corp's Procter & Gamble position peaked at $6.09M in Q1 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.