MSF
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Mustard Seed Financial’s Procter & Gamble PG Stock Holding History

Mustard Seed Financial’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 		$1.61M Sell
11,117
-464
-4% -$70.3K 0.96% 23
2025
Q4 		$1.66M Buy
11,581
+4
+0% +$590 1.04% 23
2025
Q3 		$1.78M Buy
11,577
+5
+0% +$781 1.14% 20
2025
Q2 		$1.84M Buy
11,572
+4
+0% +$653 1.33% 19
2025
Q1 		$1.97M Sell
11,568
-345
-3% -$57.8K 1.59% 17
2024
Q4 		$2M Sell
11,913
-87
-0.7% -$14.8K 1.62% 17
2024
Q3 		$2.08M Buy
12,000
+40
+0.3% +$6.79K 1.73% 17
2024
Q2 		$1.97M Sell
11,960
-28
-0.2% -$4.58K 1.89% 15
2024
Q1 		$1.95M Sell
11,988
-581
-5% -$91.1K 1.94% 13
2023
Q4 		$1.84M Buy
+12,569
New +$1.86M 2.08% 11

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

Mustard Seed Financial's PG Position: Q1 2026 in Review

Mustard Seed Financial reduced its Procter & Gamble (PG) stake by 4% in Q1 2026, selling an estimated $70.3K and leaving 11,117 shares worth $1.61M. The position accounts for 0.96% of the portfolio, ranked #23.

Mustard Seed Financial first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Mustard Seed Financial held 11,117 shares of Procter & Gamble worth $1.61M as of Q1 2026.
  • Mustard Seed Financial sold 464 Procter & Gamble shares in Q1 2026, an estimated $70.3K.
  • Procter & Gamble made up 0.96% of Mustard Seed Financial's portfolio in Q1 2026, its #23 holding.
  • Mustard Seed Financial first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Mustard Seed Financial's Procter & Gamble position peaked at $2.08M in Q3 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.