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Mountain Capital Investment Advisors’s Procter & Gamble PG Stock Holding History

Mountain Capital Investment Advisors’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 		$328K Buy
2,235
+14
+0.6% +$2.04K 0.05% 60
2026
Q1 		$330K Buy
2,221
+12
+0.5% +$1.82K 0.05% 56
2025
Q4 		$332K Sell
2,209
-599
-21% -$88.3K 0.05% 57
2025
Q3 		$430K Buy
2,808
+481
+21% +$75.1K 0.08% 43
2025
Q2 		$375K Buy
2,327
+9
+0.4% +$1.47K 0.07% 39
2025
Q1 		$370K Buy
+2,318
New +$388K 0.08% 36
2024
Q1 		– Sell
-5,943
Closed -$884K – 66
2023
Q4 		$884K Sell
5,943
-6
-0.1% -$889 0.3% 26
2023
Q3 		$901K Sell
5,949
-5,469
-48% -$835K 0.34% 23
2023
Q2 		$1.75M Sell
11,418
-3,841
-25% -$579K 0.66% 23
2023
Q1 		$2.32M Sell
15,259
-468
-3% -$66.9K 1.02% 22
2022
Q4 		$2.39M Buy
15,727
+2,944
+23% +$413K 1.09% 25
2022
Q3 		$1.66M Sell
12,783
-226
-2% -$32.1K 0.87% 33
2022
Q2 		$1.9M Buy
13,009
+960
+8% +$144K 0.95% 25
2022
Q1 		$1.92M Sell
12,049
-566
-4% -$88.5K 0.91% 29
2021
Q4 		$2M Buy
12,615
+3,421
+37% +$508K 0.91% 24
2021
Q3 		$1.3M Buy
9,194
+424
+5% +$60.1K 0.69% 42
2021
Q2 		$1.2M Sell
8,770
-1,317
-13% -$178K 0.55% 49
2021
Q1 		$1.36M Sell
10,087
-1,498
-13% -$195K 0.68% 44
2020
Q4 		$1.6M Sell
11,585
-2,414
-17% -$337K 0.96% 25
2020
Q3 		$2.02M Buy
+13,999
New +$1.86M 1.31% 22
2017
Q4 		– Sell
-627
Closed -$57K – 321
2017
Q3 		$57K Sell
627
-24
-4% -$2.19K 0.05% 106
2017
Q2 		$57K Buy
+651
New +$57.4K 0.06% 121

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mountain Capital Investment Advisors's PG Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Procter & Gamble (PG) stake by 0.63% in Q2 2026, buying an estimated $2.04K and bringing the position to 2,235 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #60.

Mountain Capital Investment Advisors first reported a position in PG in Q2 2017 and has held it in 22 quarters since. The position peaked at $2.39M in Q4 2022. 1,536 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mountain Capital Investment Advisors held 2,235 shares of Procter & Gamble worth $328K as of Q2 2026.
  • Mountain Capital Investment Advisors bought 14 Procter & Gamble shares in Q2 2026, an estimated $2.04K.
  • Procter & Gamble made up 0.05% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Mountain Capital Investment Advisors first reported a position in Procter & Gamble in Q2 2017 and has held it in 22 quarters since.
  • Mountain Capital Investment Advisors's Procter & Gamble position peaked at $2.39M in Q4 2022.
  • 1,536 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.