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Lavaca Capital’s Procter & Gamble PG Stock Holding History

Lavaca Capital’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 		$579K Hold
4,006
– – 0.1% 66
2025
Q4 		$574K Hold
4,006
– – 0.09% 60
2025
Q3 		$616K Sell
4,006
-40
-1% -$6.25K 0.11% 57
2025
Q2 		$645K Hold
4,046
– – 0.24% 55
2025
Q1 		$690K Sell
4,046
-15
-0.4% -$2.51K 0.28% 53
2024
Q4 		$681K Hold
4,061
– – 0.27% 58
2024
Q3 		$703K Buy
4,061
+38
+0.9% +$6.45K 0.3% 57
2024
Q2 		$663K Buy
4,023
+17
+0.4% +$2.78K 0.34% 53
2024
Q1 		$650K Buy
4,006
+589
+17% +$92.4K 0.38% 49
2023
Q4 		$501K Sell
3,417
-2,325
-40% -$344K 0.28% 60
2023
Q3 		$837K Buy
5,742
+730
+15% +$112K 0.28% 70
2023
Q2 		$761K Sell
5,012
-3,358
-40% -$506K 0.22% 79
2023
Q1 		$1.22M Buy
8,370
+441
+6% +$63K 0.26% 65
2022
Q4 		$1.14M Buy
7,929
+515
+7% +$72.2K 0.36% 61
2022
Q3 		$984K Buy
7,414
+1,300
+21% +$185K 0.35% 60
2022
Q2 		$943K Buy
6,114
+2,406
+65% +$362K 0.14% 84
2022
Q1 		$567K Sell
3,708
-765
-17% -$120K 0.06% 143
2021
Q4 		$732K Buy
4,473
+8
+0.2% +$1.19K 0.09% 103
2021
Q3 		$624K Sell
4,465
-300
-6% -$42.5K 0.06% 109
2021
Q2 		$643K Sell
4,765
-7,182
-60% -$972K 0.06% 100
2021
Q1 		$1.62M Buy
11,947
+3,587
+43% +$468K 0.14% 36
2020
Q4 		$1.16M Buy
8,360
+899
+12% +$126K 0.15% 37
2020
Q3 		$1.04M Buy
7,461
+1,100
+17% +$146K 0.16% 41
2020
Q2 		$761K Hold
6,361
– – 0.24% 44
2020
Q1 		$700K Sell
6,361
-385
-6% -$46.2K 0.68% 34
2019
Q4 		$843K Buy
6,746
+300
+5% +$36.7K 0.65% 36
2019
Q3 		$802K Hold
6,446
– – 0.61% 38
2019
Q2 		$707K Hold
6,446
– – 0.55% 38
2019
Q1 		$671K Buy
6,446
+300
+5% +$29.2K 0.57% 36
2018
Q4 		$565K Buy
+6,146
New +$549K 0.56% 32

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

Lavaca Capital's PG Position: Q1 2026 in Review

Lavaca Capital held its Procter & Gamble (PG) position steady in Q1 2026 at 4,006 shares worth $579K. The position accounts for 0.1% of the portfolio, ranked #66.

Lavaca Capital first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.62M in Q1 2021. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Lavaca Capital held 4,006 shares of Procter & Gamble worth $579K as of Q1 2026.
  • Lavaca Capital left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.1% of Lavaca Capital's portfolio in Q1 2026, its #66 holding.
  • Lavaca Capital first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Lavaca Capital's Procter & Gamble position peaked at $1.62M in Q1 2021.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.