Koa Wealth Management’s Procter & Gamble PG Stock Holding History

Koa 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
2025 Q4	–	Sell	-5,335	Closed	-$820K	–	62
2025 Q3	$820K	Buy	5,335 +511	+11%	+$79.8K	0.61%	40
2025 Q2	$769K	Buy	+4,824	New	+$787K	0.61%	39

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koa Wealth Management's PG Position: Q4 2025 in Review

Koa Wealth Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 5,335 shares — an estimated $820K sold.

Koa Wealth Management first reported a position in PG in Q2 2025 and held it in 2 quarters. The position peaked at $820K in Q3 2025. 4,023 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Koa Wealth Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Koa Wealth Management sold 5,335 Procter & Gamble shares in Q4 2025, an estimated $820K.
Koa Wealth Management first reported a position in Procter & Gamble in Q2 2025 and held it in 2 quarters.
Koa Wealth Management's Procter & Gamble position peaked at $820K in Q3 2025.
4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Koa Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.