MCM
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MV Capital Management’s Procter & Gamble PG Stock Holding History

MV Capital 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
Q1 		$4.12M Buy
28,531
+239
+0.8% +$36.2K 0.4% 45
2025
Q4 		$4.05M Buy
28,292
+192
+0.7% +$28.3K 0.39% 44
2025
Q3 		$4.32M Buy
28,100
+2,138
+8% +$334K 0.41% 42
2025
Q2 		$4.14M Sell
25,962
-555
-2% -$90.6K 0.43% 41
2025
Q1 		$4.52M Buy
26,517
+1,317
+5% +$221K 0.48% 37
2024
Q4 		$4.22M Buy
25,200
+99
+0.4% +$16.9K 0.45% 37
2024
Q3 		$4.35M Buy
25,101
+348
+1% +$59.1K 0.46% 39
2024
Q2 		$4.08M Sell
24,753
-293
-1% -$47.9K 0.46% 37
2024
Q1 		$4.06M Buy
25,046
+2,112
+9% +$331K 0.47% 37
2023
Q4 		$3.36M Buy
22,934
+193
+0.8% +$28.6K 0.43% 39
2023
Q3 		$3.32M Buy
22,741
+401
+2% +$61.3K 0.44% 38
2023
Q2 		$3.39M Buy
22,340
+428
+2% +$64.5K 0.45% 35
2023
Q1 		$3.26M Buy
21,912
+372
+2% +$53.2K 0.46% 34
2022
Q4 		$3.26M Buy
21,540
+139
+0.6% +$19.5K 0.5% 30
2022
Q3 		$2.7M Buy
21,401
+1,142
+6% +$162K 0.47% 30
2022
Q2 		$2.91M Hold
20,259
– – 0.5% 31
2022
Q1 		$3.1M Buy
20,259
+148
+0.7% +$23.2K 0.47% 34
2021
Q4 		$3.29M Buy
20,111
+1,361
+7% +$202K 0.48% 35
2021
Q3 		$2.62M Buy
18,750
+492
+3% +$69.7K 0.43% 39
2021
Q2 		$2.46M Buy
18,258
+914
+5% +$124K 0.42% 39
2021
Q1 		$2.35M Buy
17,344
+2,129
+14% +$278K 0.43% 38
2020
Q4 		$2.12M Buy
15,215
+3,841
+34% +$537K 0.4% 34
2020
Q3 		$1.58M Buy
11,374
+2,051
+22% +$272K 0.33% 33
2020
Q2 		$1.11M Buy
9,323
+1,137
+14% +$133K 0.26% 37
2020
Q1 		$900K Buy
8,186
+13
+0.2% +$1.56K 0.23% 41
2019
Q4 		$1.02M Buy
8,173
+423
+5% +$51.8K 0.22% 49
2019
Q3 		$964K Buy
7,750
+254
+3% +$30K 0.22% 45
2019
Q2 		$822K Buy
7,496
+325
+5% +$34.6K 0.19% 51
2019
Q1 		$746K Buy
7,171
+184
+3% +$17.9K 0.18% 48
2018
Q4 		$642K Buy
6,987
+198
+3% +$17.7K 0.18% 54
2018
Q3 		$565K Sell
6,789
-349
-5% -$28.5K 0.14% 51
2018
Q2 		$557K Sell
7,138
-251
-3% -$18.9K 0.14% 50
2018
Q1 		$586K Sell
7,389
-351
-5% -$29.3K 0.16% 46
2017
Q4 		$711K Sell
7,740
-684
-8% -$61.5K 0.19% 44
2017
Q3 		$766K Sell
8,424
-689
-8% -$62.7K 0.22% 43
2017
Q2 		$794K Buy
9,113
+298
+3% +$26.3K 0.23% 43
2017
Q1 		$792K Sell
8,815
-12
-0.1% -$1.06K 0.25% 41
2016
Q4 		$742K Buy
8,827
+164
+2% +$14K 0.27% 36
2016
Q3 		$778K Sell
8,663
-371
-4% -$32.2K 0.28% 34
2016
Q2 		$765K Buy
9,034
+145
+2% +$11.9K 0.28% 32
2016
Q1 		$732K Buy
8,889
+618
+7% +$49.8K 0.3% 35
2015
Q4 		$657K Buy
8,271
+1,181
+17% +$90.3K 0.26% 44
2015
Q3 		$510K Buy
7,090
+394
+6% +$29.5K 0.23% 44
2015
Q2 		$524K Buy
6,696
+838
+14% +$67.4K 0.21% 44
2015
Q1 		$480K Hold
5,858
– – 0.2% 42
2014
Q4 		$534K Buy
+5,858
New +$515K 0.24% 38

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

MV Capital Management's PG Position: Q1 2026 in Review

MV Capital Management increased its Procter & Gamble (PG) stake by 0.84% in Q1 2026, buying an estimated $36.2K and bringing the position to 28,531 shares worth $4.12M. The position accounts for 0.4% of the portfolio, ranked #45.

MV Capital Management first reported a position in PG in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.52M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • MV Capital Management held 28,531 shares of Procter & Gamble worth $4.12M as of Q1 2026.
  • MV Capital Management bought 239 Procter & Gamble shares in Q1 2026, an estimated $36.2K.
  • Procter & Gamble made up 0.4% of MV Capital Management's portfolio in Q1 2026, its #45 holding.
  • MV Capital Management first reported a position in Procter & Gamble in Q4 2014 and has held it in 46 quarters since.
  • MV Capital Management's Procter & Gamble position peaked at $4.52M in Q1 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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