Keystone Financial Planning’s Procter & Gamble PG Stock Holding History

Keystone 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	$1.32M	Hold	9,021	–	–	0.34%	28
2026 Q1	$1.3M	Hold	9,021	–	–	0.35%	28
2025 Q4	$1.29M	Hold	9,021	–	–	0.38%	28
2025 Q3	$1.39M	Hold	9,021	–	–	0.4%	29
2025 Q2	$1.44M	Hold	9,021	–	–	0.43%	29
2025 Q1	$1.54M	Hold	9,021	–	–	0.46%	31
2024 Q4	$1.51M	Hold	9,021	–	–	0.47%	31
2024 Q3	$1.56M	Hold	9,021	–	–	0.47%	31
2024 Q2	$1.49M	Hold	9,021	–	–	0.49%	31
2024 Q1	$1.46M	Hold	9,021	–	–	0.47%	34
2023 Q4	$1.32M	Buy	9,021 +161	+2%	+$23.8K	0.44%	34
2023 Q3	$1.29M	Hold	8,860	–	–	0.45%	34
2023 Q2	$1.34M	Buy	8,860 +1,075	+14%	+$162K	0.45%	34
2023 Q1	$1.16M	Hold	7,785	–	–	0.39%	35
2022 Q4	$1.18M	Hold	7,785	–	–	0.4%	34
2022 Q3	$983K	Hold	7,785	–	–	0.38%	35
2022 Q2	$1.12M	Hold	7,785	–	–	0.39%	36
2022 Q1	$1.19M	Hold	7,785	–	–	0.4%	35
2021 Q4	$1.27M	Hold	7,785	–	–	0.43%	35
2021 Q3	$1.09M	Hold	7,785	–	–	0.4%	32
2021 Q2	$1.05M	Hold	7,785	–	–	0.38%	31
2021 Q1	$1.05M	Hold	7,785	–	–	0.39%	31
2020 Q4	$1.08M	Buy	+7,785	New	+$1.09M	0.45%	30
2019 Q3	–	Sell	-13,818	Closed	-$1.51M	–	47
2019 Q2	$1.51M	Sell	13,818 -67,371	-83%	-$7.18M	0.74%	38
2019 Q1	$8.45M	Sell	81,189 -2,601	-3%	-$253K	4.17%	3
2018 Q4	$7.7M	Buy	83,790 +1,668	+2%	+$149K	4.3%	4
2018 Q3	$6.83M	Buy	82,122 +642	+0.8%	+$52.5K	3.49%	11
2018 Q2	$6.36M	Buy	81,480 +2,392	+3%	+$180K	3.5%	12
2018 Q1	$6.27M	Buy	79,088 +5,641	+8%	+$470K	3.49%	10
2017 Q4	$6.75M	Buy	73,447 +1,421	+2%	+$128K	3.6%	9
2017 Q3	$6.55M	Buy	72,026 +14,734	+26%	+$1.34M	3.72%	9
2017 Q2	$4.99M	Buy	57,292 +35,490	+163%	+$3.13M	3.02%	16
2017 Q1	$1.96M	Buy	21,802 +7	+0%	+$621	1.22%	30
2016 Q4	$1.83M	Sell	21,795 -15,675	-42%	-$1.34M	1.2%	30
2016 Q3	$3.36M	Sell	37,470 -257	-0.7%	-$22.3K	2.21%	26
2016 Q2	$3.19M	Buy	37,727 +402	+1%	+$33K	2.16%	24
2016 Q1	$3.07M	Sell	37,325 -37,383	-50%	-$3.01M	2.2%	27
2015 Q4	$5.93M	Buy	74,708 +1,196	+2%	+$91.4K	4.49%	1
2015 Q3	$5.29M	Buy	73,512 +2,287	+3%	+$171K	4.27%	2
2015 Q2	$5.57M	Buy	71,225 +373	+0.5%	+$30K	4.27%	2
2015 Q1	$5.81M	Buy	70,852 +150	+0.2%	+$12.9K	4.41%	2
2014 Q4	$6.44M	Sell	70,702 -158	-0.2%	-$13.9K	4.75%	2
2014 Q3	$5.93M	Buy	70,860 +626	+0.9%	+$51.3K	4.48%	2
2014 Q2	$5.52M	Buy	70,234 +1,344	+2%	+$108K	4.16%	3
2014 Q1	$5.55M	Buy	68,890 +5,000	+8%	+$394K	4.3%	2
2013 Q4	$5.2M	Buy	+63,890	New	+$5.21M	4.16%	2

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Keystone Financial Planning held its Procter & Gamble (PG) position steady in Q2 2026 at 9,021 shares worth $1.32M. The position accounts for 0.34% of the portfolio, ranked #28.

Keystone Financial Planning first reported a position in PG in Q4 2013 and has held it in 46 quarters since. The position peaked at $8.45M in Q1 2019. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Keystone Financial Planning held 9,021 shares of Procter & Gamble worth $1.32M as of Q2 2026.
Keystone Financial Planning left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.34% of Keystone Financial Planning's portfolio in Q2 2026, its #28 holding.
Keystone Financial Planning first reported a position in Procter & Gamble in Q4 2013 and has held it in 46 quarters since.
Keystone Financial Planning's Procter & Gamble position peaked at $8.45M in Q1 2019.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.