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
Q2 		$435K Buy
2,964
+836
+39% +$122K 0.07% 241
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 $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

PKS Advisory Services's PG Position: Q2 2026 in Review

PKS Advisory Services increased its Procter & Gamble (PG) stake by 39% in Q2 2026, buying an estimated $122K and bringing the position to 2,964 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #241.

PKS Advisory Services first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • PKS Advisory Services held 2,964 shares of Procter & Gamble worth $435K as of Q2 2026.
  • PKS Advisory Services bought 836 Procter & Gamble shares in Q2 2026, an estimated $122K.
  • Procter & Gamble made up 0.07% of PKS Advisory Services's portfolio in Q2 2026, its #241 holding.
  • PKS Advisory Services first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.