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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
Q2 		$353K Buy
2,408
+343
+17% +$49.9K 0.11% 87
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kaydan Wealth Management's PG Position: Q2 2026 in Review

Kaydan Wealth Management increased its Procter & Gamble (PG) stake by 17% in Q2 2026, buying an estimated $49.9K and bringing the position to 2,408 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #87.

Kaydan Wealth Management first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $374K in Q4 2021. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Kaydan Wealth Management held 2,408 shares of Procter & Gamble worth $353K as of Q2 2026.
  • Kaydan Wealth Management bought 343 Procter & Gamble shares in Q2 2026, an estimated $49.9K.
  • Procter & Gamble made up 0.11% of Kaydan Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Kaydan Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Kaydan Wealth Management's Procter & Gamble position peaked at $374K in Q4 2021.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.