Cooper Financial Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.91M | Sell |
19,829
-354
| -2% | -$51.5K | 0.24% | 76 |
|
|
2026
Q1 | $2.92M | Buy |
20,183
+1,435
| +8% | +$218K | 0.29% | 61 |
|
|
2025
Q4 | $2.69M | Sell |
18,748
-1,183
| -6% | -$174K | 0.29% | 59 |
|
|
2025
Q3 | $3.06M | Sell |
19,931
-27
| -0.1% | -$4.22K | 0.34% | 50 |
|
|
2025
Q2 | $3.18M | Sell |
19,958
-9,269
| -32% | -$1.51M | 0.37% | 48 |
|
|
2025
Q1 | $4.98M | Buy |
29,227
+26
| +0.1% | +$4.36K | 0.66% | 31 |
|
|
2024
Q4 | $4.9M | Buy |
29,201
+628
| +2% | +$107K | 0.59% | 33 |
|
|
2024
Q3 | $4.95M | Buy |
28,573
+393
| +1% | +$66.7K | 0.64% | 29 |
|
|
2024
Q2 | $4.65M | Buy |
28,180
+7,950
| +39% | +$1.3M | 0.68% | 28 |
|
|
2024
Q1 | $3.28M | Sell |
20,230
-30
| -0.1% | -$4.71K | 0.54% | 29 |
|
|
2023
Q4 | $2.97M | Sell |
20,260
-1,026
| -5% | -$152K | 0.54% | 30 |
|
|
2023
Q3 | $3.1M | Buy |
21,286
+137
| +0.6% | +$20.9K | 0.75% | 26 |
|
|
2023
Q2 | $3.21M | Buy |
21,149
+462
| +2% | +$69.6K | 0.8% | 23 |
|
|
2023
Q1 | $3.08M | Buy |
20,687
+195
| +1% | +$27.9K | 0.83% | 21 |
|
|
2022
Q4 | $3.11M | Buy |
20,492
+239
| +1% | +$33.5K | 0.95% | 21 |
|
|
2022
Q3 | $2.56M | Sell |
20,253
-749
| -4% | -$106K | 0.92% | 22 |
|
|
2022
Q2 | $3.02M | Buy |
21,002
+497
| +2% | +$74.7K | 1.1% | 17 |
|
|
2022
Q1 | $3.13M | Buy |
20,505
+483
| +2% | +$75.6K | 1.19% | 14 |
|
|
2021
Q4 | $3.27M | Buy |
20,022
+48
| +0.2% | +$7.13K | 1.24% | 15 |
|
|
2021
Q3 | $2.79M | Buy |
19,974
+90
| +0.5% | +$12.8K | 0.58% | 34 |
|
|
2021
Q2 | $2.68M | Buy |
19,884
+353
| +2% | +$47.8K | 0.55% | 33 |
|
|
2021
Q1 | $2.65M | Sell |
19,531
-1,291
| -6% | -$168K | 0.6% | 30 |
|
|
2020
Q4 | $2.9M | Buy |
20,822
+1,274
| +7% | +$178K | 0.59% | 30 |
|
|
2020
Q3 | $2.72M | Buy |
19,548
+573
| +3% | +$76.1K | 0.78% | 25 |
|
|
2020
Q2 | $2.27M | Buy |
18,975
+10,585
| +126% | +$1.23M | 0.73% | 27 |
|
|
2020
Q1 | $923K | Buy |
8,390
+772
| +10% | +$92.7K | 0.38% | 43 |
|
|
2019
Q4 | $951K | Buy |
7,618
+4,789
| +169% | +$586K | 0.38% | 41 |
|
|
2019
Q3 | $352K | Sell |
2,829
-522
| -16% | -$61.7K | 0.16% | 88 |
|
|
2019
Q2 | $367K | Buy |
3,351
+285
| +9% | +$30.4K | 0.18% | 82 |
|
|
2019
Q1 | $319K | Buy |
3,066
+1
| +0% | +$97 | 0.18% | 74 |
|
|
2018
Q4 | $282K | Buy |
+3,065
| New | +$274K | 0.19% | 74 |
|
Other funds holding PG
Cooper Financial Group's PG Position: Q2 2026 in Review
Cooper Financial Group reduced its Procter & Gamble (PG) stake by 1.8% in Q2 2026, selling an estimated $51.5K and leaving 19,829 shares worth $2.91M. The position accounts for 0.24% of the portfolio, ranked #76.
Cooper Financial Group first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.98M in Q1 2025. 4,000 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Cooper Financial Group held 19,829 shares of Procter & Gamble worth $2.91M as of Q2 2026.
- Cooper Financial Group sold 354 Procter & Gamble shares in Q2 2026, an estimated $51.5K.
- Procter & Gamble made up 0.24% of Cooper Financial Group's portfolio in Q2 2026, its #76 holding.
- Cooper Financial Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
- Cooper Financial Group's Procter & Gamble position peaked at $4.98M in Q1 2025.
- 4,000 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.