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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
Q2 		$290K Buy
1,977
+126
+7% +$18.3K 0.14% 89
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
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

RCS Financial Planning's PG Position: Q2 2026 in Review

RCS Financial Planning increased its Procter & Gamble (PG) stake by 6.8% in Q2 2026, buying an estimated $18.3K and bringing the position to 1,977 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #89.

RCS Financial Planning first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $454K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • RCS Financial Planning held 1,977 shares of Procter & Gamble worth $290K as of Q2 2026.
  • RCS Financial Planning bought 126 Procter & Gamble shares in Q2 2026, an estimated $18.3K.
  • Procter & Gamble made up 0.14% of RCS Financial Planning's portfolio in Q2 2026, its #89 holding.
  • RCS Financial Planning first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • RCS Financial Planning's Procter & Gamble position peaked at $454K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.