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 Q3	–	Sell	-6,700	Closed	-$8.34K	–	4540
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Creative Planning's PG Position: Q3 2026 in Review

Creative Planning increased its Procter & Gamble (PG) stake by 8.7% in Q3 2026, buying an estimated $21.5M and bringing the position to 1,829,724 shares worth $266M. The position accounts for 0.15% of the portfolio, ranked #72.

Creative Planning first reported a position in PG in Q2 2013 and has held it in 54 quarters since. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Creative Planning held 1,829,724 shares of Procter & Gamble worth $266M as of Q3 2026.
Creative Planning bought 146,758 Procter & Gamble shares in Q3 2026, an estimated $21.5M.
Procter & Gamble made up 0.15% of Creative Planning's portfolio in Q3 2026, its #72 holding.
Creative Planning first reported a position in Procter & Gamble in Q2 2013 and has held it in 54 quarters since.
3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.