Key Client Fiduciary Advisors’s Procter & Gamble PG Stock Holding History

Key Client Fiduciary 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
2026 Q2	$553K	Sell	3,772 -27	-0.7%	-$3.93K	0.16%	127
2026 Q1	$549K	Sell	3,799 -26	-0.7%	-$3.94K	0.19%	114
2025 Q4	$548K	Sell	3,825 -137	-3%	-$20.2K	0.19%	106
2025 Q3	$609K	Buy	3,962 +60	+2%	+$9.37K	0.2%	98
2025 Q2	$622K	Sell	3,902 -176	-4%	-$28.7K	0.25%	89
2025 Q1	$695K	Sell	4,078 -68	-2%	-$11.4K	0.32%	73
2024 Q4	$695K	Buy	4,146 +13	+0.3%	+$2.21K	0.31%	80
2024 Q3	$716K	Buy	4,133 +1,124	+37%	+$191K	0.32%	72
2024 Q2	$496K	Buy	3,009 +7	+0.2%	+$1.14K	0.25%	92
2024 Q1	$487K	Sell	3,002 -497	-14%	-$77.9K	0.26%	97
2023 Q4	$513K	Sell	3,499 -119	-3%	-$17.6K	0.3%	85
2023 Q3	$528K	Buy	3,618 +55	+2%	+$8.4K	0.32%	75
2023 Q2	$541K	Buy	3,563 +76	+2%	+$11.5K	0.31%	71
2023 Q1	$518K	Buy	3,487 +132	+4%	+$18.9K	0.32%	70
2022 Q4	$509K	Buy	3,355 +1,565	+87%	+$219K	0.34%	65
2022 Q3	$226K	Buy	1,790 +132	+8%	+$18.8K	0.2%	94
2022 Q2	$238K	Buy	1,658 +53	+3%	+$7.97K	0.23%	94
2022 Q1	$245K	Buy	1,605 +280	+21%	+$43.8K	0.19%	107
2021 Q4	$217K	Buy	+1,325	New	+$197K	0.18%	113

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Key Client Fiduciary Advisors's PG Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Procter & Gamble (PG) stake by 0.71% in Q2 2026, selling an estimated $3.93K and leaving 3,772 shares worth $553K. The position accounts for 0.16% of the portfolio, ranked #127.

Key Client Fiduciary Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $716K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Key Client Fiduciary Advisors held 3,772 shares of Procter & Gamble worth $553K as of Q2 2026.
Key Client Fiduciary Advisors sold 27 Procter & Gamble shares in Q2 2026, an estimated $3.93K.
Procter & Gamble made up 0.16% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #127 holding.
Key Client Fiduciary Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's Procter & Gamble position peaked at $716K in Q3 2024.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.