CPWA LLC’s Procter & Gamble PG Stock Holding History

CPWA LLC’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	$1.01M	Buy	6,857 +292	+4%	+$42.5K	1.17%	21
2026 Q1	$941K	Buy	+6,565	New	+$995K	1.12%	22

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CPWA LLC's PG Position: Q2 2026 in Review

CPWA LLC increased its Procter & Gamble (PG) stake by 4.4% in Q2 2026, buying an estimated $42.5K and bringing the position to 6,857 shares worth $1.01M. The position accounts for 1.17% of the portfolio, ranked #21.

CPWA LLC first reported a position in PG in Q1 2026 and has held it in 2 quarters since. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

CPWA LLC held 6,857 shares of Procter & Gamble worth $1.01M as of Q2 2026.
CPWA LLC bought 292 Procter & Gamble shares in Q2 2026, an estimated $42.5K.
Procter & Gamble made up 1.17% of CPWA LLC's portfolio in Q2 2026, its #21 holding.
CPWA LLC first reported a position in Procter & Gamble in Q1 2026 and has held it in 2 quarters since.
3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.