KFI
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Key Financial Inc’s Procter & Gamble PG Stock Holding History

Key Financial Inc’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 		$2.1M Sell
14,324
-1,955
-12% -$285K 0.34% 52
2026
Q1 		$2.35M Sell
16,279
-1,066
-6% -$162K 0.42% 49
2025
Q4 		$2.49M Sell
17,345
-16
-0.1% -$2.36K 0.45% 49
2025
Q3 		$2.66M Buy
17,361
+9
+0.1% +$1.41K 0.49% 42
2025
Q2 		$2.76M Sell
17,352
-364
-2% -$59.4K 0.56% 39
2025
Q1 		$3.02M Sell
17,716
-275
-2% -$46.1K 0.66% 34
2024
Q4 		$3.02M Sell
17,991
-2,390
-12% -$407K 0.69% 32
2024
Q3 		$3.53M Sell
20,381
-607
-3% -$103K 0.78% 29
2024
Q2 		$3.46M Buy
20,988
+113
+0.5% +$18.5K 0.83% 29
2024
Q1 		$3.39M Sell
20,875
-156
-0.7% -$24.5K 0.86% 28
2023
Q4 		$3.08M Sell
21,031
-68
-0.3% -$10.1K 0.84% 25
2023
Q3 		$3.08M Sell
21,099
-89
-0.4% -$13.6K 1.04% 19
2023
Q2 		$3.22M Sell
21,188
-407
-2% -$61.3K 1.07% 19
2023
Q1 		$3.21M Buy
21,595
+267
+1% +$38.2K 1.17% 17
2022
Q4 		$2.69M Hold
21,328
– – 1.27% 16
2022
Q3 		$2.69M Buy
21,328
+7,045
+49% +$1M 1.27% 16
2022
Q2 		$2.09M Sell
14,283
-65
-0.5% -$9.77K 1.13% 15
2022
Q1 		$2.19M Buy
14,348
+266
+2% +$41.6K 1.09% 16
2021
Q4 		$2.3M Hold
14,082
– – 1.15% 18
2021
Q3 		$1.97M Sell
14,082
-50
-0.4% -$7.09K 1.11% 18
2021
Q2 		$2.01M Buy
14,132
+346
+3% +$46.8K 1.12% 16
2021
Q1 		$1.87M Buy
13,786
+34
+0.2% +$4.44K 1.23% 17
2020
Q4 		$1.91M Buy
13,752
+39
+0.3% +$5.45K 1.42% 14
2020
Q3 		$1.91M Sell
13,713
-69
-0.5% -$9.16K 1.95% 11
2020
Q2 		$1.62M Buy
13,782
+714
+5% +$83.3K 1.86% 13
2020
Q1 		$1.5M Buy
13,068
+1,968
+18% +$236K 1.54% 14
2019
Q4 		$1.39M Buy
+11,100
New +$1.36M 1.3% 16

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

Key Financial Inc's PG Position: Q2 2026 in Review

Key Financial Inc reduced its Procter & Gamble (PG) stake by 12% in Q2 2026, selling an estimated $285K and leaving 14,324 shares worth $2.1M. The position accounts for 0.34% of the portfolio, ranked #52.

Key Financial Inc first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.53M in Q3 2024. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Key Financial Inc held 14,324 shares of Procter & Gamble worth $2.1M as of Q2 2026.
  • Key Financial Inc sold 1,955 Procter & Gamble shares in Q2 2026, an estimated $285K.
  • Procter & Gamble made up 0.34% of Key Financial Inc's portfolio in Q2 2026, its #52 holding.
  • Key Financial Inc first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's Procter & Gamble position peaked at $3.53M in Q3 2024.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.