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Koss-Olinger Consulting’s Procter & Gamble PG Stock Holding History

Koss-Olinger Consulting’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 		$820K Sell
5,675
-1,643
-22% -$249K 0.07% 112
2025
Q4 		$1.05M Sell
7,318
-350
-5% -$51.6K 0.08% 93
2025
Q3 		$1.22M Hold
7,668
– – 0.1% 108
2025
Q2 		$1.22M Buy
7,668
+25
+0.3% +$4.08K 0.1% 108
2025
Q1 		$1.3M Buy
+7,643
New +$1.28M 0.11% 101
2024
Q4 		– Sell
-6,827
Closed -$1.18M – 264
2024
Q3 		$1.18M Buy
6,827
+104
+2% +$17.7K 0.1% 98
2024
Q2 		$1.11M Sell
6,723
-23,366
-78% -$3.82M 0.1% 95
2024
Q1 		$4.88M Buy
30,089
+22,249
+284% +$3.49M 2.64% 25
2023
Q4 		$1.15M Sell
7,840
-239
-3% -$35.4K 0.11% 91
2023
Q3 		$1.18M Sell
8,079
-265
-3% -$40.5K 0.17% 71
2023
Q2 		$1.27M Sell
8,344
-7
-0.1% -$1.05K 0.15% 72
2023
Q1 		$1.24M Buy
8,351
+1,325
+19% +$189K 0.15% 76
2022
Q4 		$1.06M Buy
7,026
+110
+2% +$15.4K 0.15% 79
2022
Q3 		$873K Buy
6,916
+288
+4% +$40.9K 0.15% 63
2022
Q2 		$953K Sell
6,628
-67
-1% -$10.1K 0.17% 53
2022
Q1 		$1.02M Sell
6,695
-34
-0.5% -$5.32K 0.16% 59
2021
Q4 		$1.1M Sell
6,729
-10
-0.1% -$1.49K 0.17% 48
2021
Q3 		$942K Buy
6,739
+24
+0.4% +$3.4K 0.15% 60
2021
Q2 		$906K Sell
6,715
-1,662
-20% -$225K 0.13% 94
2021
Q1 		$1.14M Buy
+8,377
New +$1.09M 0.19% 61

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

Koss-Olinger Consulting's PG Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Procter & Gamble (PG) stake by 22% in Q1 2026, selling an estimated $249K and leaving 5,675 shares worth $820K. The position accounts for 0.07% of the portfolio, ranked #112.

Koss-Olinger Consulting first reported a position in PG in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.88M in Q1 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Koss-Olinger Consulting held 5,675 shares of Procter & Gamble worth $820K as of Q1 2026.
  • Koss-Olinger Consulting sold 1,643 Procter & Gamble shares in Q1 2026, an estimated $249K.
  • Procter & Gamble made up 0.07% of Koss-Olinger Consulting's portfolio in Q1 2026, its #112 holding.
  • Koss-Olinger Consulting first reported a position in Procter & Gamble in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's Procter & Gamble position peaked at $4.88M in Q1 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.