JWCA
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J.W. Coons Advisors’s Procter & Gamble PG Stock Holding History

J.W. Coons 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
2025
Q2 		$4.32M Buy
27,135
+150
+0.6% +$24.5K 0.98% 23
2025
Q1 		$4.6M Buy
26,985
+896
+3% +$150K 1.21% 19
2024
Q4 		$4.37M Sell
26,089
-70
-0.3% -$11.9K 1.12% 21
2024
Q3 		$4.53M Buy
26,159
+981
+4% +$167K 1.13% 19
2024
Q2 		$4.15M Hold
25,178
– – 1% 20
2024
Q1 		$4.09M Hold
25,178
– – 0.92% 22
2023
Q4 		$3.69M Hold
25,178
– – 1% 23
2023
Q3 		$3.67M Hold
25,178
– – 1.06% 20
2023
Q2 		$3.82M Hold
25,178
– – 1.04% 20
2023
Q1 		$3.74M Sell
25,178
-200
-0.8% -$28.6K 1.08% 19
2022
Q4 		$3.85M Buy
25,378
+5,553
+28% +$778K 1.15% 21
2022
Q3 		$2.5M Sell
19,825
-41,698
-68% -$5.92M 0.95% 32
2022
Q2 		$8.85M Buy
61,523
+1
+0% +$150 3.13% 3
2022
Q1 		$9.4M Buy
61,522
+812
+1% +$127K 2.8% 4
2021
Q4 		$9.93M Sell
60,710
-639
-1% -$94.9K 3% 4
2021
Q3 		$8.58M Sell
61,349
-3,999
-6% -$567K 2.94% 4
2021
Q2 		$8.82M Buy
65,348
+1
+0% +$135 3.12% 4
2021
Q1 		$8.85M Buy
65,347
+1
+0% +$130 3.17% 4
2020
Q4 		$9.09M Sell
65,346
-349
-0.5% -$48.8K 3.48% 3
2020
Q3 		$9.13M Sell
65,695
-710
-1% -$94.3K 3.8% 3
2020
Q2 		$7.94M Buy
66,405
+2
+0% +$233 3.52% 4
2020
Q1 		$7.3M Buy
+66,403
New +$7.97M 3.84% 3

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

J.W. Coons Advisors's PG Position: Q2 2025 in Review

J.W. Coons Advisors increased its Procter & Gamble (PG) stake by 0.56% in Q2 2025, buying an estimated $24.5K and bringing the position to 27,135 shares worth $4.32M. The position accounts for 0.98% of the portfolio, ranked #23.

J.W. Coons Advisors first reported a position in PG in Q1 2020 and has held it in 22 quarters since. The position peaked at $9.93M in Q4 2021. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • J.W. Coons Advisors held 27,135 shares of Procter & Gamble worth $4.32M as of Q2 2025.
  • J.W. Coons Advisors bought 150 Procter & Gamble shares in Q2 2025, an estimated $24.5K.
  • Procter & Gamble made up 0.98% of J.W. Coons Advisors's portfolio in Q2 2025, its #23 holding.
  • J.W. Coons Advisors first reported a position in Procter & Gamble in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Procter & Gamble position peaked at $9.93M in Q4 2021.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.