McCarthy & Cox’s Procter & Gamble PG Stock Holding History

McCarthy & Cox’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 Q3	–	Sell	-1,394	Closed	-$222K	–	73
2025 Q2	$222K	Hold	1,394	–	–	0.06%	61
2025 Q1	$238K	Sell	1,394 -4	-0.3%	-$670	0.1%	55
2024 Q4	$234K	Buy	1,398 +122	+10%	+$20.8K	0.08%	57
2024 Q3	$221K	Buy	+1,276	New	+$217K	0.08%	54
2024 Q2	–	Sell	-1,686	Closed	-$274K	–	53
2024 Q1	$274K	Buy	+1,686	New	+$264K	0.1%	42

Other funds holding PG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McCarthy & Cox's PG Position: Q3 2025 in Review

McCarthy & Cox sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,394 shares — an estimated $222K sold.

McCarthy & Cox first reported a position in PG in Q1 2024 and held it in 5 quarters. The position peaked at $274K in Q1 2024. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

McCarthy & Cox reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
McCarthy & Cox sold 1,394 Procter & Gamble shares in Q3 2025, an estimated $222K.
McCarthy & Cox first reported a position in Procter & Gamble in Q1 2024 and held it in 5 quarters.
McCarthy & Cox's Procter & Gamble position peaked at $274K in Q1 2024.
3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on McCarthy & Cox's 13F filing for Q3 2025, filed 14 Oct 2025.