Creative Planning’s Procter & Gamble PG Stock Holding History

Creative Planning’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	$245M	Buy	1,693,989 +151,879	+10%	+$23M	0.17%	65
2025 Q4	$221M	Sell	1,542,110 -37,465	-2%	-$5.52M	0.16%	68
2025 Q3	$243M	Buy	1,579,575 +137,588	+10%	+$21.5M	0.19%	59
2025 Q2	$230M	Buy	1,441,987 +14,882	+1%	+$2.43M	0.2%	56
2025 Q1	$243M	Buy	1,427,105 +44,190	+3%	+$7.4M	0.23%	50
2024 Q4	$232M	Sell	1,382,915 -10,528	-0.8%	-$1.79M	0.23%	51
2024 Q3	$241M	Buy	1,393,443 +47,551	+4%	+$8.07M	0.24%	49
2024 Q2	$222M	Buy	1,345,892 +114	+0%	+$18.6K	0.24%	51
2024 Q1	$218M	Buy	1,345,778 +14,215	+1%	+$2.23M	0.24%	51
2023 Q4	$195M	Buy	1,331,563 +41,120	+3%	+$6.09M	0.36%	47
2023 Q3	$188M	Buy	1,290,443 +67,944	+6%	+$10.4M	0.25%	52
2023 Q2	$186M	Sell	1,222,499 -24,057	-2%	-$3.63M	0.25%	49
2023 Q1	$185M	Sell	1,246,556 -9,780	-0.8%	-$1.4M	0.27%	47
2022 Q4	$190M	Buy	1,256,336 +42,492	+4%	+$5.96M	0.29%	48
2022 Q3	$153M	Buy	1,213,844 +59,791	+5%	+$8.49M	0.27%	46
2022 Q2	$166M	Buy	1,154,053 +128,098	+12%	+$19.3M	0.27%	47
2022 Q1	$157M	Buy	1,025,955 +94,446	+10%	+$14.8M	0.24%	45
2021 Q4	$152M	Sell	931,509 -38,311	-4%	-$5.69M	0.24%	45
2021 Q3	$136M	Sell	969,820 -17,253	-2%	-$2.45M	0.24%	48
2021 Q2	$133M	Buy	987,073 +14,794	+2%	+$2M	0.24%	50
2021 Q1	$132M	Buy	972,279 +9,824	+1%	+$1.28M	0.27%	43
2020 Q4	$134M	Buy	962,455 +81,039	+9%	+$11.3M	0.29%	41
2020 Q3	$122M	Buy	881,416 +435,946	+98%	+$57.9M	0.32%	42
2020 Q2	$53.3M	Sell	445,470 -12,565	-3%	-$1.47M	0.15%	63
2020 Q1	$50.4M	Sell	458,035 -10,129	-2%	-$1.22M	0.18%	54
2019 Q4	$58.5M	Buy	468,164 +19,078	+4%	+$2.33M	0.18%	57
2019 Q3	$55.9M	Buy	449,086 +23,281	+5%	+$2.75M	0.18%	57
2019 Q2	$46.7M	Sell	425,805 -14,176	-3%	-$1.51M	0.16%	62
2019 Q1	$45.8M	Buy	439,981 +16,464	+4%	+$1.6M	0.17%	58
2018 Q4	$38.9M	Buy	423,517 +43,353	+11%	+$3.88M	0.16%	59
2018 Q3	$31.6M	Buy	380,164 +22,908	+6%	+$1.87M	0.12%	73
2018 Q2	$27.9M	Buy	357,256 +24,827	+7%	+$1.87M	0.11%	75
2018 Q1	$26.4M	Buy	332,429 +1,365	+0.4%	+$114K	0.11%	78
2017 Q4	$30.4M	Sell	331,064 -5,387	-2%	-$484K	0.13%	71
2017 Q3	$30.6M	Sell	336,451 -12,713	-4%	-$1.16M	0.14%	66
2017 Q2	$30.4M	Buy	349,164 +28,916	+9%	+$2.55M	0.15%	66
2017 Q1	$28.8M	Buy	320,248 +13,091	+4%	+$1.16M	0.16%	66
2016 Q4	$25.8M	Buy	307,157 +14,836	+5%	+$1.26M	0.16%	69
2016 Q3	$26.2M	Buy	292,321 +19,760	+7%	+$1.72M	0.17%	63
2016 Q2	$23.1M	Buy	272,561 +4,414	+2%	+$362K	0.17%	60
2016 Q1	$22.1M	Sell	268,147 -8,499	-3%	-$685K	0.17%	60
2015 Q4	$22M	Buy	276,646 +17,782	+7%	+$1.36M	0.18%	61
2015 Q3	$18.6M	Buy	258,864 +16,976	+7%	+$1.27M	0.16%	66
2015 Q2	$18.9M	Buy	241,888 +12,208	+5%	+$982K	0.17%	62
2015 Q1	$18.8M	Buy	229,680 +19,433	+9%	+$1.67M	0.18%	58
2014 Q4	$19.2M	Buy	210,247 +16,192	+8%	+$1.42M	0.2%	54
2014 Q3	$16.3M	Buy	194,055 +25,034	+15%	+$2.05M	0.19%	61
2014 Q2	$13.3M	Buy	169,021 +12,155	+8%	+$980K	0.17%	65
2014 Q1	$12.6M	Buy	156,866 +1,208	+0.8%	+$95.2K	0.19%	57
2013 Q4	$12.7M	Buy	155,658 +34,524	+29%	+$2.81M	0.22%	56
2013 Q3	$9.16M	Buy	121,134 +13,361	+12%	+$1.06M	0.18%	59
2013 Q2	$8.3M	Buy	+107,773	New	+$8.46M	0.19%	53

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's PG Position: Q1 2026 in Review

Creative Planning increased its Procter & Gamble (PG) stake by 9.8% in Q1 2026, buying an estimated $23M and bringing the position to 1,693,989 shares worth $245M. The position accounts for 0.17% of the portfolio, ranked #65.

Creative Planning first reported a position in PG in Q2 2013 and has held it in 52 quarters since. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Creative Planning held 1,693,989 shares of Procter & Gamble worth $245M as of Q1 2026.
Creative Planning bought 151,879 Procter & Gamble shares in Q1 2026, an estimated $23M.
Procter & Gamble made up 0.17% of Creative Planning's portfolio in Q1 2026, its #65 holding.
Creative Planning first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.