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Money Concepts Capital’s Procter & Gamble PG Stock Holding History

Money Concepts Capital’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
Q1 		$8.49M Buy
58,784
+3,047
+5% +$462K 0.47% 46
2025
Q4 		$7.99M Buy
55,737
+2,205
+4% +$325K 0.45% 43
2025
Q3 		$8.23M Buy
53,532
+1,938
+4% +$303K 0.51% 37
2025
Q2 		$8.22M Buy
51,594
+1,645
+3% +$268K 0.55% 33
2025
Q1 		$8.51M Buy
49,949
+1,389
+3% +$233K 0.64% 28
2024
Q4 		$8.14M Buy
48,560
+458
+1% +$78K 0.61% 33
2024
Q3 		$8.33M Buy
48,102
+194
+0.4% +$32.9K 0.63% 31
2024
Q2 		$7.9M Buy
47,908
+46
+0.1% +$7.52K 0.66% 33
2024
Q1 		$7.77M Buy
47,862
+720
+2% +$113K 0.72% 35
2023
Q4 		$6.91M Buy
47,142
+3,783
+9% +$560K 0.64% 41
2023
Q3 		$6.32M Sell
43,359
-1,243
-3% -$190K 0.66% 46
2023
Q2 		$6.77M Sell
44,602
-163,714
-79% -$24.7M 0.69% 42
2023
Q1 		$31.3M Sell
208,316
-48,692
-19% -$6.96M 1.74% 12
2022
Q4 		$39M Buy
257,008
+66,719
+35% +$9.35M 1.74% 3
2022
Q3 		$24M Buy
190,289
+143,967
+311% +$20.5M 1.42% 17
2022
Q2 		$6.77M Sell
46,322
-38,056
-45% -$5.72M 0.6% 34
2022
Q1 		$12.9M Buy
84,378
+37,854
+81% +$5.92M 0.73% 24
2021
Q4 		$7.61M Buy
+46,524
New +$6.91M 0.64% 33
2021
Q1 		$5.68M Buy
41,963
+1,867
+5% +$244K 0.45% 59
2020
Q4 		$5.58M Buy
+40,096
New +$5.6M 0.52% 48

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's PG Position: Q1 2026 in Review

Money Concepts Capital increased its Procter & Gamble (PG) stake by 5.5% in Q1 2026, buying an estimated $462K and bringing the position to 58,784 shares worth $8.49M. The position accounts for 0.47% of the portfolio, ranked #46.

Money Concepts Capital first reported a position in PG in Q4 2020 and has held it in 20 quarters since. The position peaked at $39M in Q4 2022. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Money Concepts Capital held 58,784 shares of Procter & Gamble worth $8.49M as of Q1 2026.
  • Money Concepts Capital bought 3,047 Procter & Gamble shares in Q1 2026, an estimated $462K.
  • Procter & Gamble made up 0.47% of Money Concepts Capital's portfolio in Q1 2026, its #46 holding.
  • Money Concepts Capital first reported a position in Procter & Gamble in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Procter & Gamble position peaked at $39M in Q4 2022.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.