PAS
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PKS Advisory Services’s Procter & Gamble PG Stock Holding History

PKS Advisory Services’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 		$307K Buy
2,128
+128
+6% +$19.4K 0.07% 200
2025
Q4 		$287K Sell
2,000
-281
-12% -$41.4K 0.07% 204
2025
Q3 		$351K Sell
2,281
-302
-12% -$47.2K 0.07% 182
2025
Q2 		$412K Buy
2,583
+698
+37% +$114K 0.1% 170
2025
Q1 		$321K Buy
1,885
+130
+7% +$21.8K 0.09% 174
2024
Q4 		$294K Buy
+1,755
New +$299K 0.07% 190

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

PKS Advisory Services's PG Position: Q1 2026 in Review

PKS Advisory Services increased its Procter & Gamble (PG) stake by 6.4% in Q1 2026, buying an estimated $19.4K and bringing the position to 2,128 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #200.

PKS Advisory Services first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $412K in Q2 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • PKS Advisory Services held 2,128 shares of Procter & Gamble worth $307K as of Q1 2026.
  • PKS Advisory Services bought 128 Procter & Gamble shares in Q1 2026, an estimated $19.4K.
  • Procter & Gamble made up 0.07% of PKS Advisory Services's portfolio in Q1 2026, its #200 holding.
  • PKS Advisory Services first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's Procter & Gamble position peaked at $412K in Q2 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.