Heck Capital Advisors’s Procter & Gamble PG Stock Holding History

Heck Capital Advisors’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	$3.51M	Buy	23,948 +576	+2%	+$83.8K	0.21%	71
2026 Q1	$3.38M	Sell	23,372 -1,600	-6%	-$243K	0.25%	63
2025 Q4	$3.58M	Buy	24,972 +1,561	+7%	+$230K	0.27%	62
2025 Q3	$3.6M	Buy	23,411 +39	+0.2%	+$6.09K	0.28%	60
2025 Q2	$3.72M	Hold	23,372	–	–	0.32%	55
2025 Q1	$3.98M	Hold	23,372	–	–	0.45%	48
2024 Q4	$3.92M	Sell	23,372 -50	-0.2%	-$8.52K	0.45%	49
2024 Q3	$4.06M	Hold	23,422	–	–	0.47%	48
2024 Q2	$3.86M	Hold	23,422	–	–	0.48%	50
2024 Q1	$3.8M	Hold	23,422	–	–	0.58%	46
2023 Q4	$3.43M	Buy	23,422 +50	+0.2%	+$7.41K	0.56%	44
2023 Q3	$3.41M	Buy	23,372 +120	+0.5%	+$18.3K	0.63%	42
2023 Q2	$3.53M	Hold	23,252	–	–	0.61%	42
2023 Q1	$3.46M	Hold	23,252	–	–	0.66%	39
2022 Q4	$3.52M	Hold	23,252	–	–	0.68%	38
2022 Q3	$2.94M	Hold	23,252	–	–	0.6%	42
2022 Q2	$3.34M	Hold	23,252	–	–	0.67%	45
2022 Q1	$3.55M	Hold	23,252	–	–	0.64%	38
2021 Q4	$3.8M	Hold	23,252	–	–	0.69%	36
2021 Q3	$3.25M	Hold	23,252	–	–	0.65%	35
2021 Q2	$3.14M	Hold	23,252	–	–	0.62%	34
2021 Q1	$3.15M	Hold	23,252	–	–	0.69%	31
2020 Q4	$3.24M	Sell	23,252 -200	-0.9%	-$28K	0.79%	28
2020 Q3	$3.26M	Hold	23,452	–	–	0.91%	24
2020 Q2	$2.8M	Hold	23,452	–	–	0.59%	25
2020 Q1	$2.58M	Hold	23,452	–	–	0.74%	23
2019 Q4	$2.93M	Hold	23,452	–	–	0.7%	25
2019 Q3	$2.92M	Hold	23,452	–	–	0.9%	25
2019 Q2	$2.57M	Sell	23,452 -2,000	-8%	-$213K	0.69%	24
2019 Q1	$2.65M	Sell	25,452 -11,848	-32%	-$1.15M	0.79%	23
2018 Q4	$3.43M	Buy	37,300 +7,450	+25%	+$666K	1.26%	22
2018 Q3	$2.48M	Hold	29,850	–	–	0.82%	22
2018 Q2	$2.33M	Buy	+29,850	New	+$2.25M	0.85%	23

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Heck Capital Advisors's PG Position: Q2 2026 in Review

Heck Capital Advisors increased its Procter & Gamble (PG) stake by 2.5% in Q2 2026, buying an estimated $83.8K and bringing the position to 23,948 shares worth $3.51M. The position accounts for 0.21% of the portfolio, ranked #71.

Heck Capital Advisors first reported a position in PG in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.06M in Q3 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Heck Capital Advisors held 23,948 shares of Procter & Gamble worth $3.51M as of Q2 2026.
Heck Capital Advisors bought 576 Procter & Gamble shares in Q2 2026, an estimated $83.8K.
Procter & Gamble made up 0.21% of Heck Capital Advisors's portfolio in Q2 2026, its #71 holding.
Heck Capital Advisors first reported a position in Procter & Gamble in Q2 2018 and has held it in 33 quarters since.
Heck Capital Advisors's Procter & Gamble position peaked at $4.06M in Q3 2024.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.