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 Q2	$8.34K	Buy	+6,700	New	+$975K	﹤0.01%	4233
2017 Q2	–	Sell	-200	Closed	-$1K	–	4767
2017 Q1	$1K	Hold	200	–	–	﹤0.01%	4485
2016 Q4	$1K	Buy	+200	New	+$17K	﹤0.01%	4474
2016 Q3	–	Sell	-1,000	Closed	-$2K	–	4691
2016 Q2	$2K	Sell	1,000 -1,000	-50%	-$82.1K	﹤0.01%	4039
2016 Q1	$7K	Sell	2,000 -500	-20%	-$40.3K	﹤0.01%	3420
2015 Q4	$7K	Sell	2,500 -1,100	-31%	-$84.1K	﹤0.01%	3520
2015 Q3	$3K	Buy	+3,600	New	+$270K	﹤0.01%	3838
2015 Q2	–	Sell	-1,000	Closed	-$3K	–	2460
2015 Q1	$3K	Buy	+1,000	New	+$86K	﹤0.01%	3760
2014 Q4	–	Sell	-1,000	Closed	-$6K	–	4299
2014 Q3	$6K	Hold	1,000	–	–	﹤0.01%	3211
2014 Q2	$4K	Hold	1,000	–	–	﹤0.01%	3315
2014 Q1	$6K	Buy	+1,000	New	+$78.8K	﹤0.01%	3006

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

Creative Planning's PG Position: Q2 2026 in Review

Creative Planning reduced its Procter & Gamble (PG) stake by 0.65% in Q2 2026, selling an estimated $1.6M and leaving 1,682,966 shares worth $247M. The position accounts for 0.14% of the portfolio, ranked #76.

Creative Planning first reported a position in PG in Q2 2013 and has held it in 53 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Creative Planning held 1,682,966 shares of Procter & Gamble worth $247M as of Q2 2026.
Creative Planning sold 11,023 Procter & Gamble shares in Q2 2026, an estimated $1.6M.
Procter & Gamble made up 0.14% of Creative Planning's portfolio in Q2 2026, its #76 holding.
Creative Planning first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.