Evercore Wealth Management’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 | $8.88M | Sell |
60,544
-1,187
| -2% | -$173K | 0.13% | 82 |
|
|
2026
Q1 | $8.92M | Sell |
61,731
-5,468
| -8% | -$829K | 0.14% | 80 |
|
|
2025
Q4 | $9.63M | Sell |
67,199
-1,823
| -3% | -$269K | 0.14% | 75 |
|
|
2025
Q3 | $10.6M | Sell |
69,022
-2,977
| -4% | -$465K | 0.16% | 71 |
|
|
2025
Q2 | $11.5M | Sell |
71,999
-2,007
| -3% | -$328K | 0.18% | 65 |
|
|
2025
Q1 | $12.6M | Sell |
74,006
-2,155
| -3% | -$361K | 0.2% | 59 |
|
|
2024
Q4 | $12.8M | Sell |
76,161
-520
| -0.7% | -$88.6K | 0.19% | 58 |
|
|
2024
Q3 | $13.3M | Sell |
76,681
-835
| -1% | -$142K | 0.2% | 54 |
|
|
2024
Q2 | $12.8M | Sell |
77,516
-402
| -0.5% | -$65.7K | 0.2% | 58 |
|
|
2024
Q1 | $12.6M | Sell |
77,918
-17,658
| -18% | -$2.77M | 0.2% | 58 |
|
|
2023
Q4 | $14M | Sell |
95,576
-533
| -0.6% | -$78.9K | 0.23% | 56 |
|
|
2023
Q3 | $14M | Sell |
96,109
-454
| -0.5% | -$69.3K | 0.26% | 54 |
|
|
2023
Q2 | $14.7M | Buy |
96,563
+382
| +0.4% | +$57.6K | 0.27% | 52 |
|
|
2023
Q1 | $14.3M | Sell |
96,181
-2,803
| -3% | -$401K | 0.29% | 56 |
|
|
2022
Q4 | $15M | Buy |
98,984
+1,890
| +2% | +$265K | 0.31% | 53 |
|
|
2022
Q3 | $12.3M | Buy |
97,094
+144
| +0.1% | +$20.5K | 0.28% | 56 |
|
|
2022
Q2 | $13.9M | Sell |
96,950
-2,431
| -2% | -$365K | 0.29% | 58 |
|
|
2022
Q1 | $15.2M | Buy |
99,381
+935
| +0.9% | +$146K | 0.27% | 57 |
|
|
2021
Q4 | $16.1M | Buy |
98,446
+809
| +0.8% | +$120K | 0.26% | 56 |
|
|
2021
Q3 | $13.6M | Sell |
97,637
-828
| -0.8% | -$117K | 0.25% | 57 |
|
|
2021
Q2 | $13.3M | Sell |
98,465
-1,243
| -1% | -$168K | 0.24% | 56 |
|
|
2021
Q1 | $13.5M | Buy |
99,708
+16,943
| +20% | +$2.21M | 0.27% | 57 |
|
|
2020
Q4 | $11.5M | Buy |
82,765
+538
| +0.7% | +$75.2K | 0.25% | 57 |
|
|
2020
Q3 | $11.4M | Buy |
82,227
+135
| +0.2% | +$17.9K | 0.28% | 54 |
|
|
2020
Q2 | $9.82M | Buy |
82,092
+2,281
| +3% | +$266K | 0.26% | 61 |
|
|
2020
Q1 | $8.78M | Buy |
79,811
+1,648
| +2% | +$198K | 0.29% | 57 |
|
|
2019
Q4 | $9.76M | Sell |
78,163
-2,521
| -3% | -$308K | 0.26% | 62 |
|
|
2019
Q3 | $10M | Sell |
80,684
-5,335
| -6% | -$630K | 0.29% | 61 |
|
|
2019
Q2 | $9.43M | Buy |
86,019
+7,718
| +10% | +$823K | 0.29% | 62 |
|
|
2019
Q1 | $8.15M | Buy |
78,301
+2,937
| +4% | +$286K | 0.26% | 68 |
|
|
2018
Q4 | $6.93M | Sell |
75,364
-329
| -0.4% | -$29.4K | 0.26% | 69 |
|
|
2018
Q3 | $6.3M | Sell |
75,693
-8,496
| -10% | -$695K | 0.2% | 78 |
|
|
2018
Q2 | $6.57M | Buy |
84,189
+18,777
| +29% | +$1.41M | 0.22% | 74 |
|
|
2018
Q1 | $5.19M | Sell |
65,412
-3,475
| -5% | -$290K | 0.2% | 84 |
|
|
2017
Q4 | $6.33M | Sell |
68,887
-690
| -1% | -$62.1K | 0.24% | 74 |
|
|
2017
Q3 | $6.33M | Sell |
69,577
-1,112
| -2% | -$101K | 0.25% | 75 |
|
|
2017
Q2 | $6.16M | Sell |
70,689
-7,666
| -10% | -$676K | 0.24% | 78 |
|
|
2017
Q1 | $7.04M | Sell |
78,355
-99
| -0.1% | -$8.78K | 0.28% | 73 |
|
|
2016
Q4 | $6.6M | Sell |
78,454
-1,915
| -2% | -$163K | 0.27% | 74 |
|
|
2016
Q3 | $7.21M | Buy |
80,369
+3,955
| +5% | +$343K | 0.3% | 68 |
|
|
2016
Q2 | $6.47M | Sell |
76,414
-1,859
| -2% | -$153K | 0.29% | 71 |
|
|
2016
Q1 | $6.44M | Buy |
78,273
+5,285
| +7% | +$426K | 0.28% | 70 |
|
|
2015
Q4 | $5.79M | Sell |
72,988
-31,408
| -30% | -$2.4M | 0.27% | 81 |
|
|
2015
Q3 | $7.51M | Buy |
104,396
+7,358
| +8% | +$552K | 0.36% | 67 |
|
|
2015
Q2 | $7.59M | Sell |
97,038
-1,516
| -2% | -$122K | 0.34% | 68 |
|
|
2015
Q1 | $8.07M | Sell |
98,554
-2,622
| -3% | -$225K | 0.37% | 69 |
|
|
2014
Q4 | $9.21M | Sell |
101,176
-1,786
| -2% | -$157K | 0.46% | 61 |
|
|
2014
Q3 | $8.62M | Sell |
102,962
-5,946
| -5% | -$487K | 0.43% | 68 |
|
|
2014
Q2 | $8.56M | Sell |
108,908
-1,028
| -0.9% | -$82.9K | 0.44% | 68 |
|
|
2014
Q1 | $8.86M | Sell |
109,936
-21,564
| -16% | -$1.7M | 0.5% | 64 |
|
|
2013
Q4 | $10.7M | Buy |
131,500
+16,185
| +14% | +$1.32M | 0.59% | 57 |
|
|
2013
Q3 | $8.72M | Sell |
115,315
-9,686
| -8% | -$771K | 0.5% | 64 |
|
|
2013
Q2 | $9.62M | Buy |
+125,001
| New | +$9.81M | 0.54% | 58 |
|
Other funds holding PG
Evercore Wealth Management's PG Position: Q2 2026 in Review
Evercore Wealth Management reduced its Procter & Gamble (PG) stake by 1.9% in Q2 2026, selling an estimated $173K and leaving 60,544 shares worth $8.88M. The position accounts for 0.13% of the portfolio, ranked #82.
Evercore Wealth Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.1M in Q4 2021. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Evercore Wealth Management held 60,544 shares of Procter & Gamble worth $8.88M as of Q2 2026.
- Evercore Wealth Management sold 1,187 Procter & Gamble shares in Q2 2026, an estimated $173K.
- Procter & Gamble made up 0.13% of Evercore Wealth Management's portfolio in Q2 2026, its #82 holding.
- Evercore Wealth Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Procter & Gamble position peaked at $16.1M in Q4 2021.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.