RCS Financial Planning’s Procter & Gamble PG Stock Holding History

RCS Financial Planning’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	$267K	Sell	1,851 -700	-27%	-$106K	0.14%	90
2025 Q4	$366K	Buy	2,551 +3	+0.1%	+$442	0.16%	76
2025 Q3	$392K	Sell	2,548 -5	-0.2%	-$781	0.17%	73
2025 Q2	$407K	Buy	2,553 +5	+0.2%	+$816	0.2%	59
2025 Q1	$434K	Hold	2,548	–	–	0.23%	59
2024 Q4	$427K	Sell	2,548 -73	-3%	-$12.4K	0.23%	57
2024 Q3	$454K	Hold	2,621	–	–	0.25%	50
2024 Q2	$432K	Hold	2,621	–	–	0.25%	52
2024 Q1	$425K	Buy	2,621 +2	+0.1%	+$314	0.26%	54
2023 Q4	$384K	Buy	2,619 +463	+21%	+$68.6K	0.25%	51
2023 Q3	$314K	Hold	2,156	–	–	0.24%	52
2023 Q2	$327K	Buy	2,156 +5	+0.2%	+$754	0.27%	44
2023 Q1	$320K	Sell	2,151 -25	-1%	-$3.57K	0.28%	43
2022 Q4	$330K	Buy	+2,176	New	+$305K	0.32%	45

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

RCS Financial Planning's PG Position: Q1 2026 in Review

RCS Financial Planning reduced its Procter & Gamble (PG) stake by 27% in Q1 2026, selling an estimated $106K and leaving 1,851 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #90.

RCS Financial Planning first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $454K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

RCS Financial Planning held 1,851 shares of Procter & Gamble worth $267K as of Q1 2026.
RCS Financial Planning sold 700 Procter & Gamble shares in Q1 2026, an estimated $106K.
Procter & Gamble made up 0.14% of RCS Financial Planning's portfolio in Q1 2026, its #90 holding.
RCS Financial Planning first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
RCS Financial Planning's Procter & Gamble position peaked at $454K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.