KFP
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Kerr Financial Planning’s Procter & Gamble PG Stock Holding History

Kerr Financial Planning’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 		$11.6K Buy
80
+1
+1% +$146 0.01% 346
2026
Q1 		$11.9K Buy
79
+1
+1% +$152 0.01% 345
2025
Q4 		$12.5K Sell
78
-14
-15% -$2.06K 0.02% 342
2025
Q3 		$13.4K Buy
+92
New +$14.4K 0.02% 309

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

Kerr Financial Planning's PG Position: Q2 2026 in Review

Kerr Financial Planning increased its Procter & Gamble (PG) stake by 1.3% in Q2 2026, buying an estimated $146 and bringing the position to 80 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #346.

Kerr Financial Planning first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.4K in Q3 2025. 4,001 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Kerr Financial Planning held 80 shares of Procter & Gamble worth $11.6K as of Q2 2026.
  • Kerr Financial Planning bought 1 Procter & Gamble share in Q2 2026, an estimated $146.
  • Procter & Gamble made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #346 holding.
  • Kerr Financial Planning first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Procter & Gamble position peaked at $13.4K in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.