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McClarren Financial Advisors’s Procter & Gamble PG Stock Holding History

McClarren Financial Advisors’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 		$701K Sell
4,783
-42
-0.9% -$6.11K 0.36% 44
2026
Q1 		$697K Buy
4,825
+3,118
+183% +$473K 0.41% 41
2025
Q4 		$688K Sell
1,707
-2,471
-59% -$364K 0.41% 43
2025
Q3 		$744K Sell
4,178
-1,700
-29% -$266K 0.46% 40
2025
Q2 		$937K Buy
5,878
+1,627
+38% +$266K 0.61% 34
2025
Q1 		$827K Buy
+4,251
New +$712K 0.55% 32
2024
Q4 		– Sell
-4,050
Closed -$3.22M – 284
2024
Q3 		$3.22M Buy
4,050
+2,896
+251% +$492K 0.4% 26
2024
Q2 		$757K Sell
1,154
-3,419
-75% -$559K 0.53% 34
2024
Q1 		$742K Buy
4,573
+637
+16% +$99.9K 0.53% 36
2023
Q4 		$577K Buy
3,936
+15
+0.4% +$2.22K 0.44% 39
2023
Q3 		$571K Buy
3,921
+15
+0.4% +$2.29K 0.5% 33
2023
Q2 		$592K Buy
3,906
+14
+0.4% +$2.11K 0.49% 34
2023
Q1 		$576K Buy
3,892
+14
+0.4% +$2K 0.52% 33
2022
Q4 		$587K Buy
3,878
+737
+23% +$103K 0.56% 31
2022
Q3 		$396K Buy
+3,141
New +$446K 0.39% 43
2022
Q2 		– Sell
-2,770
Closed -$423K – 199
2022
Q1 		$423K Buy
2,770
+6
+0.2% +$939 0.31% 42
2021
Q4 		$452K Buy
2,764
+9
+0.3% +$1.34K 0.31% 41
2021
Q3 		$385K Buy
2,755
+8
+0.3% +$1.13K 0.3% 38
2021
Q2 		$370K Buy
2,747
+1,037
+61% +$140K 0.3% 38
2021
Q1 		$231K Buy
1,710
+2
+0.1% +$261 0.21% 44
2020
Q4 		$237K Buy
+1,708
New +$239K 0.23% 40

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

McClarren Financial Advisors's PG Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Procter & Gamble (PG) stake by 0.87% in Q2 2026, selling an estimated $6.11K and leaving 4,783 shares worth $701K. The position accounts for 0.36% of the portfolio, ranked #44.

McClarren Financial Advisors first reported a position in PG in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.22M in Q3 2024. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • McClarren Financial Advisors held 4,783 shares of Procter & Gamble worth $701K as of Q2 2026.
  • McClarren Financial Advisors sold 42 Procter & Gamble shares in Q2 2026, an estimated $6.11K.
  • Procter & Gamble made up 0.36% of McClarren Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • McClarren Financial Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 21 quarters since.
  • McClarren Financial Advisors's Procter & Gamble position peaked at $3.22M in Q3 2024.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.