McKinley Carter Wealth Services’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.18M | Sell |
28,475
-364
| -1% | -$53K | 0.22% | 86 |
|
|
2026
Q1 | $4.17M | Sell |
28,839
-6,414
| -18% | -$972K | 0.24% | 87 |
|
|
2025
Q4 | $5.05M | Sell |
35,253
-2,907
| -8% | -$429K | 0.28% | 76 |
|
|
2025
Q3 | $5.86M | Buy |
38,160
+4,656
| +14% | +$727K | 0.31% | 67 |
|
|
2025
Q2 | $5.34M | Buy |
33,504
+204
| +0.6% | +$33.3K | 0.3% | 68 |
|
|
2025
Q1 | $5.68M | Buy |
33,300
+14
| +0% | +$2.35K | 0.35% | 58 |
|
|
2024
Q4 | $5.58M | Sell |
33,286
-771
| -2% | -$131K | 0.34% | 64 |
|
|
2024
Q3 | $5.9M | Sell |
34,057
-42
| -0.1% | -$7.13K | 0.36% | 60 |
|
|
2024
Q2 | $5.62M | Buy |
34,099
+443
| +1% | +$72.4K | 0.36% | 61 |
|
|
2024
Q1 | $5.46M | Sell |
33,656
-928
| -3% | -$146K | 0.37% | 63 |
|
|
2023
Q4 | $5.07M | Buy |
34,584
+3,867
| +13% | +$573K | 0.37% | 60 |
|
|
2023
Q3 | $4.48M | Sell |
30,717
-209
| -0.7% | -$31.9K | 0.36% | 57 |
|
|
2023
Q2 | $4.69M | Sell |
30,926
-872
| -3% | -$131K | 0.35% | 57 |
|
|
2023
Q1 | $4.73M | Sell |
31,798
-976
| -3% | -$140K | 0.37% | 59 |
|
|
2022
Q4 | $4.97M | Buy |
32,774
+811
| +3% | +$114K | 0.42% | 51 |
|
|
2022
Q3 | $4.04M | Sell |
31,963
-817
| -2% | -$116K | 0.38% | 58 |
|
|
2022
Q2 | $4.71M | Buy |
32,780
+672
| +2% | +$101K | 0.42% | 52 |
|
|
2022
Q1 | $4.91M | Buy |
32,108
+1,956
| +6% | +$306K | 0.38% | 54 |
|
|
2021
Q4 | $4.93M | Sell |
30,152
-5,275
| -15% | -$783K | 0.37% | 61 |
|
|
2021
Q3 | $4.95M | Sell |
35,427
-599
| -2% | -$84.9K | 0.41% | 56 |
|
|
2021
Q2 | $4.86M | Buy |
36,026
+28
| +0.1% | +$3.79K | 0.4% | 61 |
|
|
2021
Q1 | $4.88M | Buy |
35,998
+9,086
| +34% | +$1.19M | 0.42% | 59 |
|
|
2020
Q4 | $3.75M | Buy |
26,912
+4,307
| +19% | +$602K | 0.49% | 61 |
|
|
2020
Q3 | $3.14M | Buy |
22,605
+530
| +2% | +$70.4K | 0.71% | 44 |
|
|
2020
Q2 | $2.64M | Buy |
22,075
+394
| +2% | +$45.9K | 0.65% | 44 |
|
|
2020
Q1 | $2.38M | Sell |
21,681
-1,655
| -7% | -$199K | 0.71% | 38 |
|
|
2019
Q4 | $2.92M | Buy |
23,336
+307
| +1% | +$37.6K | 0.68% | 37 |
|
|
2019
Q3 | $2.86M | Sell |
23,029
-107
| -0.5% | -$12.6K | 0.73% | 35 |
|
|
2019
Q2 | $2.54M | Sell |
23,136
-94
| -0.4% | -$10K | 0.68% | 40 |
|
|
2019
Q1 | $2.42M | Buy |
23,230
+329
| +1% | +$32K | 0.68% | 41 |
|
|
2018
Q4 | $2.1M | Buy |
22,901
+293
| +1% | +$26.2K | 0.7% | 42 |
|
|
2018
Q3 | $1.88M | Sell |
22,608
-14
| -0.1% | -$1.15K | 0.56% | 49 |
|
|
2018
Q2 | $1.77M | Buy |
22,622
+299
| +1% | +$22.5K | 0.57% | 47 |
|
|
2018
Q1 | $1.77M | Buy |
22,323
+1,477
| +7% | +$123K | 0.58% | 47 |
|
|
2017
Q4 | $1.92M | Sell |
20,846
-530
| -2% | -$47.7K | 0.66% | 43 |
|
|
2017
Q3 | $1.95M | Buy |
21,376
+1,337
| +7% | +$122K | 0.75% | 41 |
|
|
2017
Q2 | $1.75M | Buy |
20,039
+22
| +0.1% | +$1.94K | 0.77% | 47 |
|
|
2017
Q1 | $1.8M | Sell |
20,017
-76
| -0.4% | -$6.74K | 0.84% | 46 |
|
|
2016
Q4 | $1.69M | Buy |
20,093
+13
| +0.1% | +$1.11K | 0.85% | 46 |
|
|
2016
Q3 | $1.8M | Buy |
20,080
+23
| +0.1% | +$2K | 0.93% | 42 |
|
|
2016
Q2 | $1.7M | Buy |
20,057
+142
| +0.7% | +$11.7K | 0.88% | 42 |
|
|
2016
Q1 | $1.64M | Buy |
19,915
+285
| +1% | +$23K | 0.91% | 37 |
|
|
2015
Q4 | $1.56M | Buy |
19,630
+429
| +2% | +$32.8K | 0.89% | 42 |
|
|
2015
Q3 | $1.38M | Sell |
19,201
-869
| -4% | -$65.2K | 0.86% | 45 |
|
|
2015
Q2 | $1.57M | Buy |
20,070
+1,107
| +6% | +$89.1K | 0.85% | 43 |
|
|
2015
Q1 | $1.55M | Buy |
18,963
+1,156
| +6% | +$99.4K | 1% | 40 |
|
|
2014
Q4 | $1.62M | Buy |
17,807
+5,051
| +40% | +$444K | 1.27% | 30 |
|
|
2014
Q3 | $1.07M | Sell |
12,756
-440
| -3% | -$36.1K | 1.01% | 39 |
|
|
2014
Q2 | $1.04M | Sell |
13,196
-971
| -7% | -$78.3K | 1.09% | 36 |
|
|
2014
Q1 | $1.14M | Sell |
14,167
-4,882
| -26% | -$385K | 1.24% | 36 |
|
|
2013
Q4 | $1.55M | Sell |
19,049
-1,362
| -7% | -$111K | 1.51% | 17 |
|
|
2013
Q3 | $1.54M | Buy |
20,411
+333
| +2% | +$26.5K | 1.83% | 21 |
|
|
2013
Q2 | $1.55M | Buy |
+20,078
| New | +$1.58M | 2.34% | 17 |
|
Other funds holding PG
McKinley Carter Wealth Services's PG Position: Q2 2026 in Review
McKinley Carter Wealth Services reduced its Procter & Gamble (PG) stake by 1.3% in Q2 2026, selling an estimated $53K and leaving 28,475 shares worth $4.18M. The position accounts for 0.22% of the portfolio, ranked #86.
McKinley Carter Wealth Services first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.9M in Q3 2024. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- McKinley Carter Wealth Services held 28,475 shares of Procter & Gamble worth $4.18M as of Q2 2026.
- McKinley Carter Wealth Services sold 364 Procter & Gamble shares in Q2 2026, an estimated $53K.
- Procter & Gamble made up 0.22% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #86 holding.
- McKinley Carter Wealth Services first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
- McKinley Carter Wealth Services's Procter & Gamble position peaked at $5.9M in Q3 2024.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.