KWB Wealth’s Procter & Gamble PG Stock Holding History

KWB 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 Q3	$3.89M	Buy	26,803 +1,016	+4%	+$149K	0.33%	57
2026 Q2	$3.78M	Buy	25,787 +24	+0.1%	+$3.49K	0.32%	53
2026 Q1	$3.69M	Hold	25,763	–	–	0.37%	47
2025 Q4	$3.69M	Hold	25,763	–	–	0.35%	47
2025 Q3	$4.1M	Sell	25,763 -764	-3%	-$119K	0.45%	43
2025 Q2	$4.52M	Hold	26,527	–	–	0.55%	36
2025 Q1	$4.45M	Buy	26,527 +25,330	+2,116%	+$4.24M	0.54%	34
2024 Q4	$207K	Buy	+1,197	New	+$204K	0.03%	139
2023 Q4	–	Sell	-1,378	Closed	-$209K	–	137
2023 Q3	$209K	Hold	1,378	–	–	0.03%	118
2023 Q2	$209K	Buy	1,378 +1	+0.1%	+$151	0.03%	119
2023 Q1	$209K	Buy	1,377 +55	+4%	+$7.86K	0.04%	115
2022 Q4	$200K	Buy	+1,322	New	+$185K	0.04%	109
2022 Q2	–	Sell	-1,376	Closed	-$225K	–	113
2022 Q1	$225K	Hold	1,376	–	–	0.04%	82
2021 Q4	$225K	Sell	1,376 -54	-4%	-$8.02K	0.04%	82
2021 Q3	$200K	Sell	1,430 -2,460	-63%	-$349K	0.04%	85
2021 Q2	$527K	Hold	3,890	–	–	0.1%	50
2021 Q1	$527K	Buy	3,890 +431	+12%	+$56.2K	0.1%	50
2020 Q4	$481K	Buy	+3,459	New	+$483K	0.1%	50

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

KWB Wealth's PG Position: Q3 2026 in Review

KWB Wealth increased its Procter & Gamble (PG) stake by 3.9% in Q3 2026, buying an estimated $149K and bringing the position to 26,803 shares worth $3.89M. The position accounts for 0.33% of the portfolio, ranked #57.

KWB Wealth first reported a position in PG in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.52M in Q2 2025. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

KWB Wealth held 26,803 shares of Procter & Gamble worth $3.89M as of Q3 2026.
KWB Wealth bought 1,016 Procter & Gamble shares in Q3 2026, an estimated $149K.
Procter & Gamble made up 0.33% of KWB Wealth's portfolio in Q3 2026, its #57 holding.
KWB Wealth first reported a position in Procter & Gamble in Q4 2020 and has held it in 18 quarters since.
KWB Wealth's Procter & Gamble position peaked at $4.52M in Q2 2025.
2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.