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Coppell Advisory Solutions’s Procter & Gamble PG Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-16,092
Closed -$2.32M – 256
2025
Q4 		$2.32M Buy
16,092
+882
+6% +$130K 0.23% 91
2025
Q3 		$2.34M Buy
15,210
+253
+2% +$39.5K 0.25% 81
2025
Q2 		$2.39M Sell
14,957
-13,807
-48% -$2.25M 0.28% 66
2025
Q1 		$4.67M Buy
28,764
+6,337
+28% +$1.06M 0.65% 34
2024
Q4 		$3.75M Buy
22,427
+1,195
+6% +$204K 0.52% 33
2024
Q3 		$3.68M Buy
21,232
+323
+2% +$54.8K 0.54% 34
2024
Q2 		$3.45M Buy
+20,909
New +$3.42M 0.57% 32
2023
Q4 		$3.37M Buy
22,980
+6,573
+40% +$974K 0.67% 28
2023
Q3 		$2.49M Sell
16,407
-1,712
-9% -$262K 0.86% 27
2023
Q2 		$2.71M Buy
18,119
+1,348
+8% +$203K 0.77% 23
2023
Q1 		$2.47M Buy
16,771
+364
+2% +$52K 0.81% 26
2022
Q4 		$2.49M Buy
+16,407
New +$2.3M 0.84% 28
2020
Q4 		$4.62M Buy
+33,197
New +$4.64M 2.33% 6

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

Coppell Advisory Solutions's PG Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 16,092 shares — an estimated $2.32M sold.

Coppell Advisory Solutions first reported a position in PG in Q4 2020 and held it in 13 quarters. The position peaked at $4.67M in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 16,092 Procter & Gamble shares in Q1 2026, an estimated $2.32M.
  • Coppell Advisory Solutions first reported a position in Procter & Gamble in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's Procter & Gamble position peaked at $4.67M in Q1 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.