PCA
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Pallas Capital Advisors’s Procter & Gamble PG Stock Holding History

Pallas Capital 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 		$14.7M Buy
100,064
+902
+0.9% +$131K 0.45% 41
2026
Q1 		$14.3M Sell
99,162
-691
-0.7% -$105K 0.54% 36
2025
Q4 		$14.3M Sell
99,853
-3,749
-4% -$553K 0.47% 42
2025
Q3 		$15.9M Buy
103,602
+3,692
+4% +$577K 0.59% 39
2025
Q2 		$15.9M Sell
99,910
-633
-0.6% -$103K 0.61% 34
2025
Q1 		$17.1M Buy
100,543
+3,924
+4% +$657K 0.71% 22
2024
Q4 		$16.2M Sell
96,619
-35
-0% -$5.96K 0.69% 26
2024
Q3 		$16.4M Buy
96,654
+4,555
+5% +$773K 0.7% 26
2024
Q2 		$15.5M Buy
92,099
+2,168
+2% +$354K 0.7% 27
2024
Q1 		$14.6M Buy
89,931
+2,446
+3% +$384K 0.61% 24
2023
Q4 		$12.8M Buy
87,485
+2,062
+2% +$305K 0.68% 26
2023
Q3 		$12.8M Buy
85,423
+7,121
+9% +$1.09M 0.78% 21
2023
Q2 		$11.7M Sell
78,302
-1,441
-2% -$217K 0.53% 26
2023
Q1 		$12.5M Buy
79,743
+3,597
+5% +$514K 1.17% 21
2022
Q4 		$10.9M Buy
76,146
+573
+0.8% +$80.3K 1.1% 20
2022
Q3 		$9.98M Buy
75,573
+1,708
+2% +$243K 1.11% 19
2022
Q2 		$10.6M Sell
73,865
-1,937
-3% -$291K 1.45% 10
2022
Q1 		$12M Sell
75,802
-147
-0.2% -$23K 1.54% 12
2021
Q4 		$12.4M Buy
75,949
+5,814
+8% +$863K 1.5% 10
2021
Q3 		$10.2M Buy
70,135
+14,023
+25% +$1.99M 1.12% 14
2021
Q2 		$7.99M Buy
56,112
+9,289
+20% +$1.26M 1.12% 14
2021
Q1 		$6.45M Buy
+46,823
New +$6.11M 1.44% 10

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pallas Capital Advisors's PG Position: Q2 2026 in Review

Pallas Capital Advisors increased its Procter & Gamble (PG) stake by 0.91% in Q2 2026, buying an estimated $131K and bringing the position to 100,064 shares worth $14.7M. The position accounts for 0.45% of the portfolio, ranked #41.

Pallas Capital Advisors first reported a position in PG in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.1M in Q1 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Pallas Capital Advisors held 100,064 shares of Procter & Gamble worth $14.7M as of Q2 2026.
  • Pallas Capital Advisors bought 902 Procter & Gamble shares in Q2 2026, an estimated $131K.
  • Procter & Gamble made up 0.45% of Pallas Capital Advisors's portfolio in Q2 2026, its #41 holding.
  • Pallas Capital Advisors first reported a position in Procter & Gamble in Q1 2021 and has held it in 22 quarters since.
  • Pallas Capital Advisors's Procter & Gamble position peaked at $17.1M in Q1 2025.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.