Generation Capital Management’s Procter & Gamble PG Stock Holding History

Generation Capital Management’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	$605K	Hold	4,127	–	–	0.37%	57
2026 Q1	$596K	Hold	4,127	–	–	0.44%	45
2025 Q4	$591K	Hold	4,127	–	–	0.38%	53
2025 Q3	$634K	Hold	4,127	–	–	0.46%	49
2025 Q2	$658K	Hold	4,127	–	–	0.52%	46
2025 Q1	$703K	Hold	4,127	–	–	0.63%	37
2024 Q4	$692K	Buy	+4,127	New	+$703K	0.59%	40

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 $3.38T AUM 44.17% 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

Generation Capital Management's PG Position: Q2 2026 in Review

Generation Capital Management held its Procter & Gamble (PG) position steady in Q2 2026 at 4,127 shares worth $605K. The position accounts for 0.37% of the portfolio, ranked #57.

Generation Capital Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $703K in Q1 2025. 4,038 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Generation Capital Management held 4,127 shares of Procter & Gamble worth $605K as of Q2 2026.
Generation Capital Management left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.37% of Generation Capital Management's portfolio in Q2 2026, its #57 holding.
Generation Capital Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Generation Capital Management's Procter & Gamble position peaked at $703K in Q1 2025.
4,038 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.