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
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 $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. 3,988 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.
3,988 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.