LCGC
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Legacy Capital Group California’s Procter & Gamble PG Stock Holding History

Legacy Capital Group California’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 		– Sell
-1,387
Closed -$200K – 322
2026
Q1 		$200K Sell
1,387
-657
-32% -$99.6K 0.08% 275
2025
Q4 		$293K Buy
2,044
+7
+0.3% +$1.03K 0.07% 292
2025
Q3 		$313K Buy
2,037
+206
+11% +$32.2K 0.08% 283
2025
Q2 		$292K Buy
1,831
+232
+15% +$37.9K 0.08% 269
2025
Q1 		$273K Buy
1,599
+96
+6% +$16.1K 0.09% 245
2024
Q4 		$252K Buy
1,503
+86
+6% +$14.6K 0.08% 273
2024
Q3 		$245K Buy
1,417
+92
+7% +$15.6K 0.08% 269
2024
Q2 		$219K Buy
+1,325
New +$217K 0.08% 280
2024
Q1 		– Sell
-3,897
Closed -$571K – 315
2023
Q4 		$571K Buy
3,897
+190
+5% +$28.1K 0.22% 140
2023
Q3 		$541K Buy
3,707
+112
+3% +$17.1K 0.23% 129
2023
Q2 		$546K Buy
3,595
+622
+21% +$93.8K 0.22% 136
2023
Q1 		$442K Buy
+2,973
New +$425K 0.22% 139

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

Legacy Capital Group California's PG Position: Q2 2026 in Review

Legacy Capital Group California sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,387 shares — an estimated $200K sold.

Legacy Capital Group California first reported a position in PG in Q1 2023 and held it in 12 quarters. The position peaked at $571K in Q4 2023. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Legacy Capital Group California reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 1,387 Procter & Gamble shares in Q2 2026, an estimated $200K.
  • Legacy Capital Group California first reported a position in Procter & Gamble in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's Procter & Gamble position peaked at $571K in Q4 2023.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.