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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keyvantage Wealth's PG Position: Q1 2026 in Review

Keyvantage Wealth increased its Procter & Gamble (PG) stake by 29% in Q1 2026, buying an estimated $85.5K and bringing the position to 2,500 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #69.

Keyvantage Wealth first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $434K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Keyvantage Wealth held 2,500 shares of Procter & Gamble worth $361K as of Q1 2026.
  • Keyvantage Wealth bought 564 Procter & Gamble shares in Q1 2026, an estimated $85.5K.
  • Procter & Gamble made up 0.16% of Keyvantage Wealth's portfolio in Q1 2026, its #69 holding.
  • Keyvantage Wealth first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Keyvantage Wealth's Procter & Gamble position peaked at $434K in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.