HCR Wealth Advisors’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 | $1.22M | Sell |
8,341
-227
| -3% | -$33K | 0.11% | 103 |
|
|
2026
Q1 | $1.24M | Sell |
8,568
-639
| -7% | -$96.9K | 0.13% | 100 |
|
|
2025
Q4 | $1.32M | Sell |
9,207
-340
| -4% | -$50.1K | 0.13% | 98 |
|
|
2025
Q3 | $1.45M | Sell |
9,547
-103
| -1% | -$16.1K | 0.15% | 84 |
|
|
2025
Q2 | $1.54M | Sell |
9,650
-343
| -3% | -$56K | 0.18% | 79 |
|
|
2025
Q1 | $1.7M | Sell |
9,993
-12
| -0.1% | -$2.01K | 0.22% | 70 |
|
|
2024
Q4 | $1.68M | Sell |
10,005
-29
| -0.3% | -$4.94K | 0.21% | 75 |
|
|
2024
Q3 | $1.74M | Buy |
10,034
+353
| +4% | +$59.9K | 0.23% | 69 |
|
|
2024
Q2 | $1.6M | Buy |
9,681
+1,098
| +13% | +$180K | 0.23% | 67 |
|
|
2024
Q1 | $1.39M | Sell |
8,583
-1,048
| -11% | -$164K | 0.21% | 73 |
|
|
2023
Q4 | $1.41M | Buy |
9,631
+2,282
| +31% | +$338K | 0.22% | 72 |
|
|
2023
Q3 | $1.07M | Sell |
7,349
-692
| -9% | -$106K | 0.24% | 74 |
|
|
2023
Q2 | $1.22M | Sell |
8,041
-250
| -3% | -$37.7K | 0.23% | 75 |
|
|
2023
Q1 | $1.23M | Buy |
8,291
+26
| +0.3% | +$3.72K | 0.24% | 74 |
|
|
2022
Q4 | $1.25M | Buy |
8,265
+404
| +5% | +$56.6K | 0.26% | 74 |
|
|
2022
Q3 | $992K | Sell |
7,861
-522
| -6% | -$74.2K | 0.21% | 78 |
|
|
2022
Q2 | $1.21M | Buy |
8,383
+15
| +0.2% | +$2.25K | 0.24% | 75 |
|
|
2022
Q1 | $1.28M | Buy |
8,368
+8
| +0.1% | +$1.25K | 0.21% | 80 |
|
|
2021
Q4 | $1.37M | Buy |
8,360
+246
| +3% | +$36.5K | 0.21% | 86 |
|
|
2021
Q3 | $1.13M | Buy |
8,114
+12
| +0.1% | +$1.7K | 0.19% | 96 |
|
|
2021
Q2 | $1.09M | Sell |
8,102
-45
| -0.6% | -$6.09K | 0.19% | 95 |
|
|
2021
Q1 | $1.1M | Sell |
8,147
-7,717
| -49% | -$1.01M | 0.22% | 89 |
|
|
2020
Q4 | $2.21M | Sell |
15,864
-119
| -0.7% | -$16.6K | 0.46% | 40 |
|
|
2020
Q3 | $2.24M | Sell |
15,983
-37
| -0.2% | -$4.91K | 0.51% | 36 |
|
|
2020
Q2 | $1.92M | Buy |
16,020
+216
| +1% | +$25.2K | 0.45% | 35 |
|
|
2020
Q1 | $1.74M | Sell |
15,804
-34,585
| -69% | -$4.15M | 0.5% | 35 |
|
|
2019
Q4 | $6.29M | Buy |
50,389
+2,654
| +6% | +$325K | 1.53% | 11 |
|
|
2019
Q3 | $5.93M | Sell |
47,735
-2,745
| -5% | -$324K | 1.97% | 8 |
|
|
2019
Q2 | $5.54M | Buy |
50,480
+2,836
| +6% | +$302K | 1.57% | 10 |
|
|
2019
Q1 | $4.82M | Sell |
47,644
-1,966
| -4% | -$191K | 1.39% | 14 |
|
|
2018
Q4 | $4.56M | Buy |
+49,610
| New | +$4.43M | 1.47% | 10 |
|
|
2018
Q3 | – | Sell |
-50,018
| Closed | -$3.92M | – | 172 |
|
|
2018
Q2 | $3.92M | Buy |
50,018
+13
| +0% | +$978 | 1.29% | 12 |
|
|
2018
Q1 | $3.96M | Buy |
50,005
+91
| +0.2% | +$7.59K | 1.37% | 12 |
|
|
2017
Q4 | $4.59M | Sell |
49,914
-1,258
| -2% | -$113K | 1.6% | 9 |
|
|
2017
Q3 | $4.66M | Buy |
51,172
+17
| +0% | +$1.55K | 1.96% | 5 |
|
|
2017
Q2 | $4.46M | Sell |
51,155
-32
| -0.1% | -$2.82K | 2.2% | 5 |
|
|
2017
Q1 | $4.6M | Sell |
51,187
-1,045
| -2% | -$92.7K | 2.36% | 3 |
|
|
2016
Q4 | $4.39M | Buy |
+52,232
| New | +$4.45M | 2.32% | 4 |
|
Other funds holding PG
HCR Wealth Advisors's PG Position: Q2 2026 in Review
HCR Wealth Advisors reduced its Procter & Gamble (PG) stake by 2.6% in Q2 2026, selling an estimated $33K and leaving 8,341 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #103.
HCR Wealth Advisors first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.29M in Q4 2019. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- HCR Wealth Advisors held 8,341 shares of Procter & Gamble worth $1.22M as of Q2 2026.
- HCR Wealth Advisors sold 227 Procter & Gamble shares in Q2 2026, an estimated $33K.
- Procter & Gamble made up 0.11% of HCR Wealth Advisors's portfolio in Q2 2026, its #103 holding.
- HCR Wealth Advisors first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
- HCR Wealth Advisors's Procter & Gamble position peaked at $6.29M in Q4 2019.
- 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.