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McCarley & Cook Financial Planners’s Procter & Gamble PG Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$2.93M Sell
20,138
-5,675
-22% -$832K 2.22% 10
2026
Q2 		$3.79M Sell
25,813
-368
-1% -$53.6K 2.94% 8
2026
Q1 		$3.78M Sell
26,181
-26
-0.1% -$3.94K 3.27% 7
2025
Q4 		$3.76M Buy
+26,207
New +$3.86M 3.39% 7

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

McCarley & Cook Financial Planners's PG Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its Procter & Gamble (PG) stake by 22% in Q3 2026, selling an estimated $832K and leaving 20,138 shares worth $2.93M. The position accounts for 2.22% of the portfolio, ranked #10.

McCarley & Cook Financial Planners first reported a position in PG in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.79M in Q2 2026. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • McCarley & Cook Financial Planners held 20,138 shares of Procter & Gamble worth $2.93M as of Q3 2026.
  • McCarley & Cook Financial Planners sold 5,675 Procter & Gamble shares in Q3 2026, an estimated $832K.
  • Procter & Gamble made up 2.22% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #10 holding.
  • McCarley & Cook Financial Planners first reported a position in Procter & Gamble in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Procter & Gamble position peaked at $3.79M in Q2 2026.
  • 2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.