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
Q2 		$576K Buy
3,926
+64
+2% +$9.31K 0.08% 97
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 $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

Consolidated Planning Corp's PG Position: Q2 2026 in Review

Consolidated Planning Corp increased its Procter & Gamble (PG) stake by 1.7% in Q2 2026, buying an estimated $9.31K and bringing the position to 3,926 shares worth $576K. The position accounts for 0.08% of the portfolio, ranked #97.

Consolidated Planning Corp first reported a position in PG in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.09M in Q1 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Consolidated Planning Corp held 3,926 shares of Procter & Gamble worth $576K as of Q2 2026.
  • Consolidated Planning Corp bought 64 Procter & Gamble shares in Q2 2026, an estimated $9.31K.
  • Procter & Gamble made up 0.08% of Consolidated Planning Corp's portfolio in Q2 2026, its #97 holding.
  • Consolidated Planning Corp first reported a position in Procter & Gamble in Q3 2021 and has held it in 20 quarters since.
  • Consolidated Planning Corp's Procter & Gamble position peaked at $6.09M in Q1 2025.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.