McNamara Financial Services’s Procter & Gamble PG Stock Holding History

McNamara Financial Services’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	$447K	Hold	3,045	–	–	0.08%	78
2026 Q1	$440K	Hold	3,045	–	–	0.08%	70
2025 Q4	$436K	Hold	3,045	–	–	0.08%	69
2025 Q3	$468K	Hold	3,045	–	–	0.09%	62
2025 Q2	$485K	Hold	3,045	–	–	0.1%	56
2025 Q1	$519K	Buy	3,045 +837	+38%	+$140K	0.11%	52
2024 Q4	$370K	Sell	2,208 -920	-29%	-$157K	0.09%	49
2024 Q3	$542K	Buy	3,128 +700	+29%	+$119K	0.11%	43
2024 Q2	$400K	Hold	2,428	–	–	0.08%	51
2024 Q1	$394K	Hold	2,428	–	–	0.08%	50
2023 Q4	$356K	Sell	2,428 -33	-1%	-$4.89K	0.08%	52
2023 Q3	$359K	Hold	2,461	–	–	0.09%	50
2023 Q2	$364K	Hold	2,461	–	–	0.09%	51
2023 Q1	$366K	Hold	2,461	–	–	0.09%	50
2022 Q4	$373K	Hold	2,461	–	–	0.1%	47
2022 Q3	$311K	Buy	2,461 +375	+18%	+$53.3K	0.09%	48
2022 Q2	$300K	Hold	2,086	–	–	0.09%	50
2022 Q1	$319K	Sell	2,086 -21	-1%	-$3.29K	0.09%	48
2021 Q4	$345K	Hold	2,107	–	–	0.09%	46
2021 Q3	$295K	Sell	2,107 -143	-6%	-$20.3K	0.08%	47
2021 Q2	$304K	Hold	2,250	–	–	0.08%	47
2021 Q1	$313K	Sell	2,250 -30	-1%	-$3.91K	0.1%	38
2020 Q4	$317K	Hold	2,280	–	–	0.11%	33
2020 Q3	$317K	Sell	2,280 -387	-15%	-$51.4K	0.11%	33
2020 Q2	$319K	Hold	2,667	–	–	0.11%	35
2020 Q1	$293K	Hold	2,667	–	–	0.12%	31
2019 Q4	$333K	Sell	2,667 -1,540	-37%	-$188K	0.12%	33
2019 Q3	$461K	Sell	4,207 -160	-4%	-$18.9K	0.19%	28
2019 Q2	$454K	Buy	4,367 +131	+3%	+$14K	0.19%	28
2019 Q1	$389K	Sell	4,236 -200	-5%	-$19.5K	0.18%	29
2018 Q4	$369K	Hold	4,436	–	–	0.16%	31
2018 Q3	$369K	Hold	4,436	–	–	0.16%	31
2018 Q2	$346K	Buy	4,436 +300	+7%	+$22.6K	0.15%	30
2018 Q1	$328K	Buy	4,136 +300	+8%	+$25K	0.15%	29
2017 Q4	$352K	Sell	3,836 -212	-5%	-$19.1K	0.16%	29
2017 Q3	$368K	Buy	4,048 +1,354	+50%	+$123K	0.18%	22
2017 Q2	$235K	Sell	2,694 -114	-4%	-$10K	0.12%	28
2017 Q1	$252K	Buy	2,808 +303	+12%	+$26.9K	0.13%	29
2016 Q4	$211K	Hold	2,505	–	–	0.12%	32
2016 Q3	$225K	Buy	2,505 +122	+5%	+$10.6K	0.13%	29
2016 Q2	$202K	Sell	2,383 -98	-4%	-$8.04K	0.12%	33
2016 Q1	$204K	Buy	+2,481	New	+$200K	0.12%	36
2015 Q1	–	Sell	-120	Closed	-$11K	–	135
2014 Q4	$11K	Buy	+120	New	+$10.6K	0.01%	141

Other funds holding PG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

McNamara Financial Services's PG Position: Q2 2026 in Review

McNamara Financial Services held its Procter & Gamble (PG) position steady in Q2 2026 at 3,045 shares worth $447K. The position accounts for 0.08% of the portfolio, ranked #78.

McNamara Financial Services first reported a position in PG in Q4 2014 and has held it in 43 quarters since. The position peaked at $542K in Q3 2024. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

McNamara Financial Services held 3,045 shares of Procter & Gamble worth $447K as of Q2 2026.
McNamara Financial Services left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.08% of McNamara Financial Services's portfolio in Q2 2026, its #78 holding.
McNamara Financial Services first reported a position in Procter & Gamble in Q4 2014 and has held it in 43 quarters since.
McNamara Financial Services's Procter & Gamble position peaked at $542K in Q3 2024.
3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.