MOKAN Wealth Management’s Procter & Gamble PG Stock Holding History

MOKAN Wealth Management’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	$1.48M	Sell	10,087 -838	-8%	-$122K	0.57%	39
2026 Q1	$1.58M	Sell	10,925 -5,364	-33%	-$813K	0.7%	38
2025 Q4	$2.33M	Buy	16,289 +320	+2%	+$47.2K	1.04%	24
2025 Q3	$2.45M	Buy	15,969 +650	+4%	+$102K	1.23%	24
2025 Q2	$2.44M	Buy	15,319 +1,846	+14%	+$301K	1.36%	22
2025 Q1	$2.3M	Buy	13,473 +3,528	+35%	+$591K	1.38%	21
2024 Q4	$1.67M	Buy	+9,945	New	+$1.69M	1.06%	30

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MOKAN Wealth Management's PG Position: Q2 2026 in Review

MOKAN Wealth Management reduced its Procter & Gamble (PG) stake by 7.7% in Q2 2026, selling an estimated $122K and leaving 10,087 shares worth $1.48M. The position accounts for 0.57% of the portfolio, ranked #39.

MOKAN Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q3 2025. 2,009 funds tracked by Wall St. Rank hold PG as of Q2 2026.

MOKAN Wealth Management held 10,087 shares of Procter & Gamble worth $1.48M as of Q2 2026.
MOKAN Wealth Management sold 838 Procter & Gamble shares in Q2 2026, an estimated $122K.
Procter & Gamble made up 0.57% of MOKAN Wealth Management's portfolio in Q2 2026, its #39 holding.
MOKAN Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's Procter & Gamble position peaked at $2.45M in Q3 2025.
2,009 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.