Kaydan Wealth Management’s Procter & Gamble PG Stock Holding History

Kaydan Wealth 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 Q1	$298K	Buy	2,065 +71	+4%	+$10.8K	0.1%	87
2025 Q4	$286K	Hold	1,994	–	–	0.08%	92
2025 Q3	$306K	Buy	1,994 +5	+0.3%	+$781	0.09%	88
2025 Q2	$317K	Sell	1,989 -62	-3%	-$10.1K	0.1%	83
2025 Q1	$350K	Hold	2,051	–	–	0.11%	77
2024 Q4	$344K	Buy	2,051 +14	+0.7%	+$2.38K	0.11%	77
2024 Q3	$353K	Hold	2,037	–	–	0.1%	76
2024 Q2	$336K	Buy	2,037 +26	+1%	+$4.25K	0.12%	75
2024 Q1	$326K	Sell	2,011 -26	-1%	-$4.08K	0.11%	77
2023 Q4	$299K	Buy	2,037 +11	+0.5%	+$1.63K	0.12%	81
2023 Q3	$296K	Hold	2,026	–	–	0.12%	76
2023 Q2	$307K	Hold	2,026	–	–	0.13%	78
2023 Q1	$301K	Sell	2,026 -169	-8%	-$24.2K	0.12%	76
2022 Q4	$333K	Sell	2,195 -137	-6%	-$19.2K	0.13%	70
2022 Q3	$294K	Sell	2,332 -90	-4%	-$12.8K	0.16%	67
2022 Q2	$348K	Hold	2,422	–	–	0.19%	64
2022 Q1	$370K	Buy	2,422 +137	+6%	+$21.4K	0.16%	77
2021 Q4	$374K	Buy	+2,285	New	+$339K	0.14%	76

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaydan Wealth Management's PG Position: Q1 2026 in Review

Kaydan Wealth Management increased its Procter & Gamble (PG) stake by 3.6% in Q1 2026, buying an estimated $10.8K and bringing the position to 2,065 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #87.

Kaydan Wealth Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $374K in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Kaydan Wealth Management held 2,065 shares of Procter & Gamble worth $298K as of Q1 2026.
Kaydan Wealth Management bought 71 Procter & Gamble shares in Q1 2026, an estimated $10.8K.
Procter & Gamble made up 0.1% of Kaydan Wealth Management's portfolio in Q1 2026, its #87 holding.
Kaydan Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
Kaydan Wealth Management's Procter & Gamble position peaked at $374K in Q4 2021.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.