KWM
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KFG Wealth Management’s Procter & Gamble PG Stock Holding History

KFG Wealth Management’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 		$963K Buy
6,570
+168
+3% +$24.5K 0.11% 93
2026
Q1 		$925K Sell
6,402
-173
-3% -$26.2K 0.12% 85
2025
Q4 		$942K Sell
6,575
-518
-7% -$76.4K 0.13% 87
2025
Q3 		$1.09M Sell
7,093
-372
-5% -$58.1K 0.16% 71
2025
Q2 		$1.19M Buy
7,465
+283
+4% +$46.2K 0.19% 66
2025
Q1 		$1.22M Sell
7,182
-240
-3% -$40.2K 0.22% 60
2024
Q4 		$1.24M Buy
7,422
+157
+2% +$26.7K 0.23% 55
2024
Q3 		$1.26M Sell
7,265
-655
-8% -$111K 0.27% 55
2024
Q2 		$1.31M Buy
7,920
+750
+10% +$123K 0.52% 41
2024
Q1 		$1.16M Buy
7,170
+1,058
+17% +$166K 0.48% 44
2023
Q4 		$896K Sell
6,112
-679
-10% -$101K 0.41% 45
2023
Q3 		$991K Buy
6,791
+499
+8% +$76.2K 0.54% 39
2023
Q2 		$955K Buy
6,292
+1,966
+45% +$296K 0.56% 33
2023
Q1 		$657K Buy
4,326
+1,272
+42% +$182K 0.45% 34
2022
Q4 		$463K Buy
+3,054
New +$428K 0.47% 40

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

KFG Wealth Management's PG Position: Q2 2026 in Review

KFG Wealth Management increased its Procter & Gamble (PG) stake by 2.6% in Q2 2026, buying an estimated $24.5K and bringing the position to 6,570 shares worth $963K. The position accounts for 0.11% of the portfolio, ranked #93.

KFG Wealth Management first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q2 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • KFG Wealth Management held 6,570 shares of Procter & Gamble worth $963K as of Q2 2026.
  • KFG Wealth Management bought 168 Procter & Gamble shares in Q2 2026, an estimated $24.5K.
  • Procter & Gamble made up 0.11% of KFG Wealth Management's portfolio in Q2 2026, its #93 holding.
  • KFG Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • KFG Wealth Management's Procter & Gamble position peaked at $1.31M in Q2 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.