Heck Capital 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 | $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 | Sell |
23,372
-25,415
| -52% | -$4.26M | 0.45% | 48 |
|
|
2024
Q4 | $8.18M | Buy |
48,787
+25,365
| +108% | +$4.32M | 0.35% | 53 |
|
|
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
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 $8.18M in Q4 2024. 4,032 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 $8.18M in Q4 2024.
- 4,032 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.