MWC
PG icon

MKD Wealth Coaches’s Procter & Gamble PG Stock Holding History

MKD Wealth Coaches’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
2021
Q4 		$182K Buy
+1,115
New +$166K 0.25% 28
2019
Q3 		– Sell
-1,384
Closed -$112K – 157
2019
Q2 		$112K Buy
1,384
+364
+36% +$38.8K 0.1% 63
2019
Q1 		$106K Hold
1,020
– – 0.11% 62
2018
Q4 		$94K Buy
+1,020
New +$91.2K 0.11% 68

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MKD Wealth Coaches's PG Position: Q4 2021 in Review

MKD Wealth Coaches opened a new position in Procter & Gamble (PG) in Q4 2021: 1,115 shares worth $182K. The stake represents 0.25% of the portfolio and ranks #28 among its holdings. This is a return to the name: MKD Wealth Coaches previously reported a position in PG as recently as Q2 2019.

MKD Wealth Coaches first reported a position in PG in Q4 2018 and has held it in 4 quarters since. 3,289 funds tracked by Wall St. Rank hold PG as of Q4 2021.

  • MKD Wealth Coaches held 1,115 shares of Procter & Gamble worth $182K as of Q4 2021.
  • Procter & Gamble was a new MKD Wealth Coaches position in Q4 2021.
  • Procter & Gamble made up 0.25% of MKD Wealth Coaches's portfolio in Q4 2021, its #28 holding.
  • MKD Wealth Coaches first reported a position in Procter & Gamble in Q4 2018 and has held it in 4 quarters since.
  • 3,289 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2021.

Based on MKD Wealth Coaches's 13F filing for Q4 2021, filed 24 Jan 2022.