Evergreen Capital 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 | $5.8M | Buy |
39,585
+6,093
| +18% | +$887K | 0.1% | 188 |
|
|
2026
Q1 | $4.84M | Buy |
33,492
+4,172
| +14% | +$632K | 0.1% | 198 |
|
|
2025
Q4 | $4.2M | Sell |
29,320
-1,490
| -5% | -$220K | 0.09% | 205 |
|
|
2025
Q3 | $4.73M | Sell |
30,810
-567
| -2% | -$88.6K | 0.11% | 180 |
|
|
2025
Q2 | $5M | Buy |
31,377
+2,403
| +8% | +$392K | 0.15% | 159 |
|
|
2025
Q1 | $4.94M | Sell |
28,974
-3,342
| -10% | -$560K | 0.17% | 153 |
|
|
2024
Q4 | $5.42M | Sell |
32,316
-23
| -0.1% | -$3.92K | 0.18% | 143 |
|
|
2024
Q3 | $5.6M | Sell |
32,339
-142
| -0.4% | -$24.1K | 0.19% | 140 |
|
|
2024
Q2 | $5.36M | Buy |
32,481
+1,700
| +6% | +$278K | 0.19% | 138 |
|
|
2024
Q1 | $4.99M | Sell |
30,781
-224
| -0.7% | -$35.1K | 0.19% | 134 |
|
|
2023
Q4 | $4.54M | Buy |
31,005
+368
| +1% | +$54.5K | 0.19% | 148 |
|
|
2023
Q3 | $4.47M | Sell |
30,637
-69
| -0.2% | -$10.5K | 0.2% | 144 |
|
|
2023
Q2 | $4.66M | Sell |
30,706
-499
| -2% | -$75.2K | 0.19% | 141 |
|
|
2023
Q1 | $4.64M | Buy |
31,205
+2,705
| +9% | +$387K | 0.21% | 132 |
|
|
2022
Q4 | $4.32M | Buy |
28,500
+1,884
| +7% | +$264K | 0.2% | 134 |
|
|
2022
Q3 | $3.36M | Buy |
26,616
+339
| +1% | +$48.2K | 0.18% | 147 |
|
|
2022
Q2 | $3.78M | Sell |
26,277
-3,226
| -11% | -$485K | 0.2% | 138 |
|
|
2022
Q1 | $4.51M | Buy |
29,503
+846
| +3% | +$132K | 0.18% | 144 |
|
|
2021
Q4 | $4.69M | Buy |
28,657
+1,376
| +5% | +$204K | 0.19% | 142 |
|
|
2021
Q3 | $3.81M | Buy |
27,281
+4,571
| +20% | +$648K | 0.17% | 139 |
|
|
2021
Q2 | $3.06M | Buy |
22,710
+688
| +3% | +$93.1K | 0.15% | 158 |
|
|
2021
Q1 | $2.98M | Buy |
22,022
+4,447
| +25% | +$580K | 0.15% | 147 |
|
|
2020
Q4 | $2.44M | Buy |
17,575
+175
| +1% | +$24.5K | 0.14% | 151 |
|
|
2020
Q3 | $2.42M | Buy |
17,400
+429
| +3% | +$57K | 0.17% | 132 |
|
|
2020
Q2 | $2.03M | Sell |
16,971
-13
| -0.1% | -$1.52K | 0.15% | 136 |
|
|
2020
Q1 | $1.87M | Sell |
16,984
-5,622
| -25% | -$675K | 0.17% | 117 |
|
|
2019
Q4 | $2.82M | Buy |
22,606
+3,817
| +20% | +$467K | 0.24% | 97 |
|
|
2019
Q3 | $2.34M | Buy |
18,789
+147
| +0.8% | +$17.4K | 0.22% | 101 |
|
|
2019
Q2 | $2.04M | Buy |
18,642
+2,516
| +16% | +$268K | 0.19% | 113 |
|
|
2019
Q1 | $1.68M | Sell |
16,126
-293
| -2% | -$28.5K | 0.17% | 124 |
|
|
2018
Q4 | $1.51M | Buy |
16,419
+230
| +1% | +$20.6K | 0.16% | 129 |
|
|
2018
Q3 | $1.35M | Buy |
16,189
+150
| +0.9% | +$12.3K | 0.12% | 137 |
|
|
2018
Q2 | $1.25M | Sell |
16,039
-897
| -5% | -$67.5K | 0.12% | 132 |
|
|
2018
Q1 | $1.34M | Buy |
16,936
+8,422
| +99% | +$702K | 0.13% | 126 |
|
|
2017
Q4 | $782K | Sell |
8,514
-9,517
| -53% | -$856K | 0.08% | 149 |
|
|
2017
Q3 | $1.64M | Buy |
18,031
+15,347
| +572% | +$1.4M | 0.19% | 101 |
|
|
2017
Q2 | $234K | Buy |
+2,684
| New | +$237K | 0.04% | 124 |
|
|
2017
Q1 | – | Sell |
-2,684
| Closed | -$225K | – | 112 |
|
|
2016
Q4 | $225K | Buy |
+2,684
| New | +$229K | 0.04% | 110 |
|
Other funds holding PG
Evergreen Capital Management's PG Position: Q2 2026 in Review
Evergreen Capital Management increased its Procter & Gamble (PG) stake by 18% in Q2 2026, buying an estimated $887K and bringing the position to 39,585 shares worth $5.8M. The position accounts for 0.1% of the portfolio, ranked #188.
Evergreen Capital Management first reported a position in PG in Q4 2016 and has held it in 38 quarters since. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Evergreen Capital Management held 39,585 shares of Procter & Gamble worth $5.8M as of Q2 2026.
- Evergreen Capital Management bought 6,093 Procter & Gamble shares in Q2 2026, an estimated $887K.
- Procter & Gamble made up 0.1% of Evergreen Capital Management's portfolio in Q2 2026, its #188 holding.
- Evergreen Capital Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.