Crestwood Advisors Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.9M | Sell |
156,193
-5,022
| -3% | -$731K | 0.34% | 70 |
|
|
2026
Q1 | $23.3M | Buy |
161,215
+2,103
| +1% | +$319K | 0.39% | 66 |
|
|
2025
Q4 | $22.8M | Sell |
159,112
-5,165
| -3% | -$762K | 0.38% | 66 |
|
|
2025
Q3 | $25.2M | Buy |
164,277
+7,762
| +5% | +$1.21M | 0.43% | 67 |
|
|
2025
Q2 | $24.9M | Sell |
156,515
-1,282
| -0.8% | -$209K | 0.45% | 67 |
|
|
2025
Q1 | $26.9M | Sell |
157,797
-2,253
| -1% | -$377K | 0.51% | 60 |
|
|
2024
Q4 | $26.8M | Buy |
160,050
+7,303
| +5% | +$1.24M | 0.5% | 61 |
|
|
2024
Q3 | $26.5M | Sell |
152,747
-3,307
| -2% | -$561K | 0.51% | 65 |
|
|
2024
Q2 | $25.7M | Sell |
156,054
-484
| -0.3% | -$79.1K | 0.53% | 59 |
|
|
2024
Q1 | $25.4M | Sell |
156,538
-17,763
| -10% | -$2.79M | 0.55% | 56 |
|
|
2023
Q4 | $25.5M | Buy |
174,301
+25,457
| +17% | +$3.77M | 0.6% | 48 |
|
|
2023
Q3 | $21.7M | Buy |
148,844
+27,091
| +22% | +$4.14M | 0.57% | 49 |
|
|
2023
Q2 | $18.5M | Sell |
121,753
-42,294
| -26% | -$6.37M | 0.58% | 51 |
|
|
2023
Q1 | $24.4M | Sell |
164,047
-11,765
| -7% | -$1.68M | 0.81% | 45 |
|
|
2022
Q4 | $26.6M | Buy |
175,812
+13,799
| +9% | +$1.93M | 0.91% | 41 |
|
|
2022
Q3 | $20.5M | Buy |
162,013
+1,502
| +0.9% | +$213K | 0.73% | 49 |
|
|
2022
Q2 | $23.1M | Sell |
160,511
-412
| -0.3% | -$61.9K | 0.78% | 47 |
|
|
2022
Q1 | $24.6M | Sell |
160,923
-2,451
| -2% | -$383K | 0.69% | 50 |
|
|
2021
Q4 | $26.7M | Sell |
163,374
-2,361
| -1% | -$351K | 0.69% | 52 |
|
|
2021
Q3 | $23.2M | Sell |
165,735
-408
| -0.2% | -$57.8K | 0.66% | 55 |
|
|
2021
Q2 | $22.4M | Sell |
166,143
-796
| -0.5% | -$108K | 0.65% | 54 |
|
|
2021
Q1 | $22.6M | Buy |
166,939
+1,926
| +1% | +$251K | 0.71% | 52 |
|
|
2020
Q4 | $23M | Buy |
165,013
+389
| +0.2% | +$54.4K | 0.76% | 52 |
|
|
2020
Q3 | $22.9M | Sell |
164,624
-562
| -0.3% | -$74.6K | 0.86% | 45 |
|
|
2020
Q2 | $19.8M | Buy |
165,186
+10,597
| +7% | +$1.24M | 0.79% | 46 |
|
|
2020
Q1 | $17M | Buy |
154,589
+1,476
| +1% | +$177K | 0.84% | 44 |
|
|
2019
Q4 | $19.1M | Buy |
153,113
+5,933
| +4% | +$726K | 0.76% | 50 |
|
|
2019
Q3 | $18.3M | Buy |
147,180
+10
| +0% | +$1.18K | 0.81% | 48 |
|
|
2019
Q2 | $16.1M | Buy |
147,170
+83,308
| +130% | +$8.88M | 0.73% | 52 |
|
|
2019
Q1 | $6.64M | Buy |
63,862
+6,319
| +11% | +$615K | 0.48% | 56 |
|
|
2018
Q4 | $5.29M | Buy |
57,543
+637
| +1% | +$56.9K | 0.42% | 56 |
|
|
2018
Q3 | $4.74M | Sell |
56,906
-810
| -1% | -$66.2K | 0.33% | 58 |
|
|
2018
Q2 | $4.71M | Buy |
57,716
+1,721
| +3% | +$130K | 0.34% | 59 |
|
|
2018
Q1 | $4.44M | Sell |
55,995
-1,821
| -3% | -$152K | 0.35% | 56 |
|
|
2017
Q4 | $5.31M | Buy |
57,816
+789
| +1% | +$71K | 0.42% | 57 |
|
|
2017
Q3 | $5.19M | Buy |
57,027
+516
| +0.9% | +$47K | 0.45% | 54 |
|
|
2017
Q2 | $5.1M | Sell |
56,511
-582
| -1% | -$51.3K | 0.43% | 56 |
|
|
2017
Q1 | $4.92M | Buy |
57,093
+523
| +0.9% | +$46.4K | 0.43% | 55 |
|
|
2016
Q4 | $4.76M | Sell |
56,570
-23
| -0% | -$1.96K | 0.46% | 56 |
|
|
2016
Q3 | $5.08M | Sell |
56,593
-2,775
| -5% | -$241K | 0.61% | 48 |
|
|
2016
Q2 | $5.03M | Sell |
59,368
-236
| -0.4% | -$19.4K | 0.62% | 46 |
|
|
2016
Q1 | $4.91M | Sell |
59,604
-429
| -0.7% | -$34.6K | 0.58% | 47 |
|
|
2015
Q4 | $4.77M | Sell |
60,033
-305
| -0.5% | -$23.3K | 0.58% | 49 |
|
|
2015
Q3 | $4.34M | Buy |
60,338
+39
| +0.1% | +$2.92K | 0.56% | 49 |
|
|
2015
Q2 | $4.72M | Buy |
60,299
+732
| +1% | +$58.9K | 0.63% | 45 |
|
|
2015
Q1 | $4.88M | Sell |
59,567
-174
| -0.3% | -$15K | 0.7% | 45 |
|
|
2014
Q4 | $5.44M | Sell |
59,741
-960
| -2% | -$84.5K | 0.82% | 45 |
|
|
2014
Q3 | $5.08M | Sell |
60,701
-104
| -0.2% | -$8.52K | 0.8% | 46 |
|
|
2014
Q2 | $4.78M | Sell |
60,805
-2,416
| -4% | -$195K | 0.76% | 45 |
|
|
2014
Q1 | $5.1M | Sell |
63,221
-3,047
| -5% | -$240K | 0.83% | 46 |
|
|
2013
Q4 | $5.39M | Buy |
66,268
+237
| +0.4% | +$19.3K | 0.86% | 45 |
|
|
2013
Q3 | $4.99M | Sell |
66,031
-1,365
| -2% | -$109K | 0.88% | 43 |
|
|
2013
Q2 | $5.19M | Buy |
+67,396
| New | +$5.29M | 0.96% | 44 |
|
Other funds holding PG
Crestwood Advisors Group's PG Position: Q2 2026 in Review
Crestwood Advisors Group reduced its Procter & Gamble (PG) stake by 3.1% in Q2 2026, selling an estimated $731K and leaving 156,193 shares worth $22.9M. The position accounts for 0.34% of the portfolio, ranked #70.
Crestwood Advisors Group first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.9M in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Crestwood Advisors Group held 156,193 shares of Procter & Gamble worth $22.9M as of Q2 2026.
- Crestwood Advisors Group sold 5,022 Procter & Gamble shares in Q2 2026, an estimated $731K.
- Procter & Gamble made up 0.34% of Crestwood Advisors Group's portfolio in Q2 2026, its #70 holding.
- Crestwood Advisors Group first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
- Crestwood Advisors Group's Procter & Gamble position peaked at $26.9M in Q1 2025.
- 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.