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
2022 Q2	–	Sell	-7,800	Closed	-$10K	–	2468
2022 Q1	$10K	Buy	+7,800	New	+$1.22M	﹤0.01%	2194
2021 Q1	–	Sell	-11,500	Closed	-$2K	–	2695
2020 Q4	$2K	Buy	11,500 +1,500	+15%	+$210K	﹤0.01%	2307
2020 Q3	$3K	Hold	10,000	–	–	﹤0.01%	2074
2020 Q2	$7K	Hold	10,000	–	–	﹤0.01%	1897
2020 Q1	$46K	Hold	10,000	–	–	﹤0.01%	1645
2019 Q4	$9K	Hold	10,000	–	–	﹤0.01%	1915
2019 Q3	$21K	Buy	10,000 +8,200	+456%	+$969K	﹤0.01%	1855
2019 Q2	$2K	Hold	1,800	–	–	﹤0.01%	1979
2019 Q1	$1K	Buy	+1,800	New	+$175K	﹤0.01%	1964
2017 Q3	–	Sell	-4,500	Closed	-$3K	–	3191
2017 Q2	$3K	Hold	4,500	–	–	﹤0.01%	4194
2017 Q1	$4K	Hold	4,500	–	–	﹤0.01%	4066
2016 Q4	$1K	Buy	+4,500	New	+$384K	﹤0.01%	4475
2016 Q3	–	Sell	-4,500	Closed	-$1K	–	4692
2016 Q2	$1K	Buy	+4,500	New	+$369K	﹤0.01%	4195

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.