KFG
PG icon

Kelly Financial Group’s Procter & Gamble PG Stock Holding History

Kelly Financial Group’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 		$988K Buy
6,735
+68
+1% +$9.9K 0.22% 41
2026
Q1 		$963K Buy
6,667
+1
+0% +$152 0.24% 35
2025
Q4 		$955K Sell
6,666
-50
-0.7% -$7.37K 0.24% 33
2025
Q3 		$1.03M Buy
6,716
+1,052
+19% +$164K 0.27% 33
2025
Q2 		$903K Buy
5,664
+1,188
+27% +$194K 0.26% 33
2025
Q1 		$763K Buy
4,476
+27
+0.6% +$4.52K 0.24% 44
2024
Q4 		$746K Buy
+4,449
New +$758K 0.27% 39

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

Kelly Financial Group's PG Position: Q2 2026 in Review

Kelly Financial Group increased its Procter & Gamble (PG) stake by 1% in Q2 2026, buying an estimated $9.9K and bringing the position to 6,735 shares worth $988K. The position accounts for 0.22% of the portfolio, ranked #41.

Kelly Financial Group first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q3 2025. 3,995 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Kelly Financial Group held 6,735 shares of Procter & Gamble worth $988K as of Q2 2026.
  • Kelly Financial Group bought 68 Procter & Gamble shares in Q2 2026, an estimated $9.9K.
  • Procter & Gamble made up 0.22% of Kelly Financial Group's portfolio in Q2 2026, its #41 holding.
  • Kelly Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's Procter & Gamble position peaked at $1.03M in Q3 2025.
  • 3,995 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.