KW
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Keyvantage Wealth’s Procter & Gamble PG Stock Holding History

Keyvantage Wealth’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 		$301K Sell
2,053
-447
-18% -$65.1K 0.11% 74
2026
Q1 		$361K Buy
2,500
+564
+29% +$85.5K 0.16% 69
2025
Q4 		$277K Sell
1,936
-161
-8% -$23.7K 0.12% 78
2025
Q3 		$322K Sell
2,097
-121
-5% -$18.9K 0.14% 75
2025
Q2 		$353K Sell
2,218
-248
-10% -$40.5K 0.16% 73
2025
Q1 		$420K Sell
2,466
-125
-5% -$20.9K 0.2% 66
2024
Q4 		$434K Buy
+2,591
New +$441K 0.31% 56

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

Keyvantage Wealth's PG Position: Q2 2026 in Review

Keyvantage Wealth reduced its Procter & Gamble (PG) stake by 18% in Q2 2026, selling an estimated $65.1K and leaving 2,053 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #74.

Keyvantage Wealth first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $434K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Keyvantage Wealth held 2,053 shares of Procter & Gamble worth $301K as of Q2 2026.
  • Keyvantage Wealth sold 447 Procter & Gamble shares in Q2 2026, an estimated $65.1K.
  • Procter & Gamble made up 0.11% of Keyvantage Wealth's portfolio in Q2 2026, its #74 holding.
  • Keyvantage Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Keyvantage Wealth's Procter & Gamble position peaked at $434K in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.