Passive Capital Management’s Procter & Gamble PG Stock Holding History

Passive 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	$470K	Buy	3,253 +84	+3%	+$12.7K	0.14%	63
2025 Q4	$454K	Hold	3,169	–	–	0.14%	65
2025 Q3	$487K	Hold	3,169	–	–	0.16%	55
2025 Q2	$511K	Hold	3,169	–	–	0.16%	52
2025 Q1	$540K	Buy	3,169 +536	+20%	+$89.8K	0.17%	48
2024 Q4	$441K	Hold	2,633	–	–	0.16%	46
2024 Q3	$456K	Hold	2,633	–	–	0.16%	45
2024 Q2	$434K	Hold	2,633	–	–	0.16%	43
2024 Q1	$427K	Hold	2,633	–	–	0.17%	42
2023 Q4	$386K	Hold	2,633	–	–	0.16%	45
2023 Q3	$384K	Hold	2,633	–	–	0.17%	41
2023 Q2	$400K	Buy	2,633 +285	+12%	+$43K	0.17%	39
2023 Q1	$349K	Buy	2,348 +150	+7%	+$21.4K	0.15%	44
2022 Q4	$333K	Hold	2,198	–	–	0.15%	42
2022 Q3	$277K	Sell	2,198 -500	-19%	-$71K	0.15%	42
2022 Q2	$388K	Hold	2,698	–	–	0.2%	35
2022 Q1	$412K	Buy	2,698 +500	+23%	+$78.2K	0.22%	33
2021 Q4	$360K	Buy	+2,198	New	+$326K	0.2%	37

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Passive Capital Management increased its Procter & Gamble (PG) stake by 2.7% in Q1 2026, buying an estimated $12.7K and bringing the position to 3,253 shares worth $470K. The position accounts for 0.14% of the portfolio, ranked #63.

Passive Capital Management first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $540K in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Passive Capital Management held 3,253 shares of Procter & Gamble worth $470K as of Q1 2026.
Passive Capital Management bought 84 Procter & Gamble shares in Q1 2026, an estimated $12.7K.
Procter & Gamble made up 0.14% of Passive Capital Management's portfolio in Q1 2026, its #63 holding.
Passive Capital Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
Passive Capital Management's Procter & Gamble position peaked at $540K in Q1 2025.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.