CFO
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CVA Family Office’s Procter & Gamble PG Stock Holding History

CVA Family Office’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 		$1.33M Sell
9,060
-395
-4% -$57.5K 0.12% 103
2026
Q1 		$1.37M Buy
9,455
+21
+0.2% +$3.18K 0.14% 93
2025
Q4 		$1.35M Sell
9,434
-659
-7% -$97.2K 0.16% 88
2025
Q3 		$1.55M Sell
10,093
-195
-2% -$30.5K 0.2% 79
2025
Q2 		$1.64M Sell
10,288
-107
-1% -$17.5K 0.23% 73
2025
Q1 		$1.77M Buy
10,395
+191
+2% +$32K 0.27% 63
2024
Q4 		$1.71M Buy
10,204
+480
+5% +$81.8K 0.27% 63
2024
Q3 		$1.68M Buy
9,724
+151
+2% +$25.6K 0.27% 62
2024
Q2 		$1.58M Buy
9,573
+3
+0% +$490 0.28% 63
2024
Q1 		$1.55M Buy
9,570
+519
+6% +$81.4K 0.28% 65
2023
Q4 		$1.33M Sell
9,051
-724
-7% -$107K 0.26% 64
2023
Q3 		$1.43M Buy
9,775
+642
+7% +$98.1K 0.33% 57
2023
Q2 		$1.39M Buy
9,133
+342
+4% +$51.5K 0.29% 61
2023
Q1 		$1.31M Buy
8,791
+455
+5% +$65K 0.29% 56
2022
Q4 		$1.26M Sell
8,336
-336
-4% -$47.1K 0.31% 56
2022
Q3 		$1.09M Buy
8,672
+991
+13% +$141K 0.3% 62
2022
Q2 		$1.1M Buy
7,681
+526
+7% +$79.1K 0.3% 55
2022
Q1 		$1.09M Buy
7,155
+191
+3% +$29.9K 0.26% 63
2021
Q4 		$1.14M Buy
6,964
+3,339
+92% +$496K 0.28% 57
2021
Q3 		$504K Sell
3,625
-3,426
-49% -$486K 0.36% 49
2021
Q2 		$951K Buy
7,051
+1,279
+22% +$173K 0.27% 59
2021
Q1 		$782K Buy
5,772
+2,146
+59% +$280K 0.3% 51
2020
Q4 		$505K Buy
3,626
+1
+0% +$140 0.31% 52
2020
Q3 		$504K Buy
3,625
+436
+14% +$57.9K 0.36% 49
2020
Q2 		$381K Buy
3,189
+180
+6% +$21K 0.31% 53
2020
Q1 		$331K Buy
3,009
+200
+7% +$24K 0.34% 56
2019
Q4 		$351K Buy
+2,809
New +$344K 0.32% 55

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CVA Family Office's PG Position: Q2 2026 in Review

CVA Family Office reduced its Procter & Gamble (PG) stake by 4.2% in Q2 2026, selling an estimated $57.5K and leaving 9,060 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #103.

CVA Family Office first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.77M in Q1 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • CVA Family Office held 9,060 shares of Procter & Gamble worth $1.33M as of Q2 2026.
  • CVA Family Office sold 395 Procter & Gamble shares in Q2 2026, an estimated $57.5K.
  • Procter & Gamble made up 0.12% of CVA Family Office's portfolio in Q2 2026, its #103 holding.
  • CVA Family Office first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's Procter & Gamble position peaked at $1.77M in Q1 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.