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KFA Private Wealth Group’s Procter & Gamble PG Stock Holding History

KFA Private Wealth Group’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 		$624K Buy
4,321
+246
+6% +$37.3K 0.15% 74
2025
Q4 		$584K Buy
4,075
+14
+0.3% +$2.06K 0.14% 72
2025
Q3 		$624K Sell
4,061
-17
-0.4% -$2.65K 0.18% 63
2025
Q2 		$650K Sell
4,078
-170
-4% -$27.7K 0.2% 61
2025
Q1 		$724K Buy
4,248
+1,991
+88% +$333K 0.25% 47
2024
Q4 		$378K Buy
2,257
+720
+47% +$123K 0.16% 60
2024
Q3 		$266K Sell
1,537
-541
-26% -$91.8K 0.13% 70
2024
Q2 		$343K Sell
2,078
-1,037
-33% -$170K 0.18% 58
2024
Q1 		$505K Buy
3,115
+111
+4% +$17.4K 0.16% 59
2023
Q4 		$440K Sell
3,004
-50
-2% -$7.41K 0.16% 57
2023
Q3 		$445K Buy
3,054
+67
+2% +$10.2K 0.19% 48
2023
Q2 		$453K Sell
2,987
-166
-5% -$25K 0.19% 46
2023
Q1 		$469K Buy
3,153
+978
+45% +$140K 0.21% 45
2022
Q4 		$330K Buy
2,175
+5
+0.2% +$701 0.17% 47
2022
Q3 		$274K Buy
2,170
+2
+0.1% +$284 0.15% 53
2022
Q2 		$312K Buy
2,168
+3
+0.1% +$451 0.17% 51
2022
Q1 		$331K Buy
2,165
+228
+12% +$35.7K 0.17% 54
2021
Q4 		$317K Buy
1,937
+2
+0.1% +$297 0.16% 56
2021
Q3 		$270K Buy
1,935
+3
+0.2% +$425 0.15% 63
2021
Q2 		$261K Hold
1,932
– – 0.14% 62
2021
Q1 		$262K Buy
1,932
+303
+19% +$39.5K 0.15% 65
2020
Q4 		$227K Sell
1,629
-149
-8% -$20.8K 0.14% 64
2020
Q3 		$247K Buy
1,778
+72
+4% +$9.56K 0.19% 52
2020
Q2 		$204K Buy
+1,706
New +$199K 0.2% 49
2020
Q1 		– Sell
-2,058
Closed -$257K – 56
2019
Q4 		$257K Buy
+2,058
New +$252K 0.24% 44

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

KFA Private Wealth Group's PG Position: Q1 2026 in Review

KFA Private Wealth Group increased its Procter & Gamble (PG) stake by 6% in Q1 2026, buying an estimated $37.3K and bringing the position to 4,321 shares worth $624K. The position accounts for 0.15% of the portfolio, ranked #74.

KFA Private Wealth Group first reported a position in PG in Q4 2019 and has held it in 25 quarters since. The position peaked at $724K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • KFA Private Wealth Group held 4,321 shares of Procter & Gamble worth $624K as of Q1 2026.
  • KFA Private Wealth Group bought 246 Procter & Gamble shares in Q1 2026, an estimated $37.3K.
  • Procter & Gamble made up 0.15% of KFA Private Wealth Group's portfolio in Q1 2026, its #74 holding.
  • KFA Private Wealth Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 25 quarters since.
  • KFA Private Wealth Group's Procter & Gamble position peaked at $724K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.