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Retirement Planning Group (Kansas)’s Procter & Gamble PG Stock Holding History

Retirement Planning Group (Kansas)’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 		$3.16M Sell
21,877
-906
-4% -$137K 0.1% 96
2025
Q4 		$3.26M Buy
22,783
+856
+4% +$126K 0.11% 86
2025
Q3 		$3.37M Buy
21,927
+17,548
+401% +$2.74M 0.12% 77
2025
Q2 		$698K Sell
4,379
-48
-1% -$7.83K 0.03% 182
2025
Q1 		$754K Sell
4,427
-277
-6% -$46.4K 0.04% 161
2024
Q4 		$789K Buy
4,704
+64
+1% +$10.9K 0.04% 150
2024
Q3 		$804K Buy
4,640
+693
+18% +$118K 0.04% 138
2024
Q2 		$651K Sell
3,947
-477
-11% -$78K 0.04% 139
2024
Q1 		$718K Buy
4,424
+133
+3% +$20.9K 0.06% 122
2023
Q4 		$629K Buy
4,291
+592
+16% +$87.7K 0.06% 104
2023
Q3 		$540K Sell
3,699
-573
-13% -$87.5K 0.06% 92
2023
Q2 		$648K Buy
4,272
+764
+22% +$115K 0.06% 85
2023
Q1 		$522K Sell
3,508
-25
-0.7% -$3.57K 0.06% 90
2022
Q4 		$536K Buy
3,533
+2
+0.1% +$280 0.06% 87
2022
Q3 		$446K Buy
3,531
+851
+32% +$121K 0.06% 90
2022
Q2 		$385K Buy
2,680
+2
+0.1% +$301 0.05% 86
2022
Q1 		$409K Sell
2,678
-898
-25% -$140K 0.04% 78
2021
Q4 		$585K Buy
3,576
+2
+0.1% +$297 0.06% 66
2021
Q3 		$500K Buy
3,574
+1,024
+40% +$145K 0.06% 56
2021
Q2 		$344K Sell
2,550
-459
-15% -$62.1K 0.04% 65
2021
Q1 		$408K Buy
3,009
+742
+33% +$96.8K 0.06% 49
2020
Q4 		$315K Sell
2,267
-398
-15% -$55.6K 0.05% 51
2020
Q3 		$370K Sell
2,665
-157
-6% -$20.8K 0.06% 48
2020
Q2 		$337K Buy
2,822
+59
+2% +$6.88K 0.06% 49
2020
Q1 		$304K Buy
2,763
+8
+0.3% +$960 0.07% 45
2019
Q4 		$344K Sell
2,755
-634
-19% -$77.6K 0.07% 58
2019
Q3 		$422K Buy
3,389
+40
+1% +$4.73K 0.09% 45
2019
Q2 		$367K Hold
3,349
– – 0.08% 45
2019
Q1 		$348K Buy
3,349
+327
+11% +$31.8K 0.08% 48
2018
Q4 		$278K Sell
3,022
-177
-6% -$15.8K 0.07% 52
2018
Q3 		$266K Buy
3,199
+377
+13% +$30.8K 0.07% 45
2018
Q2 		$220K Sell
2,822
-900
-24% -$67.7K 0.06% 51
2018
Q1 		$295K Buy
3,722
+50
+1% +$4.17K 0.08% 39
2017
Q4 		$337K Hold
3,672
– – 0.09% 39
2017
Q3 		$334K Hold
3,672
– – 0.1% 37
2017
Q2 		$320K Sell
3,672
-35
-0.9% -$3.08K 0.1% 38
2017
Q1 		$333K Sell
3,707
-165
-4% -$14.6K 0.1% 41
2016
Q4 		$326K Hold
3,872
– – 0.1% 40
2016
Q3 		$348K Sell
3,872
-200
-5% -$17.4K 0.11% 39
2016
Q2 		$345K Buy
4,072
+150
+4% +$12.3K 0.12% 42
2016
Q1 		$323K Buy
3,922
+1,250
+47% +$101K 0.11% 42
2015
Q4 		$212K Sell
2,672
-1,834
-41% -$140K 0.08% 52
2015
Q3 		$324K Sell
4,506
-200
-4% -$15K 0.14% 42
2015
Q2 		$368K Buy
4,706
+150
+3% +$12.1K 0.15% 44
2015
Q1 		$373K Sell
4,556
-2,688
-37% -$231K 0.15% 47
2014
Q4 		$660K Hold
7,244
– – 0.2% 42
2014
Q3 		$607K Buy
7,244
+150
+2% +$12.3K 0.19% 42
2014
Q2 		$558K Sell
7,094
-283
-4% -$22.8K 0.17% 45
2014
Q1 		$595K Buy
7,377
+1
+0% +$79 0.19% 46
2013
Q4 		$600K Buy
7,376
+1,299
+21% +$106K 0.21% 46
2013
Q3 		$459K Buy
6,077
+1
+0% +$80 0.17% 52
2013
Q2 		$468K Buy
+6,076
New +$477K 0.19% 50

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

Retirement Planning Group (Kansas)'s PG Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Procter & Gamble (PG) stake by 4% in Q1 2026, selling an estimated $137K and leaving 21,877 shares worth $3.16M. The position accounts for 0.1% of the portfolio, ranked #96.

Retirement Planning Group (Kansas) first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.37M in Q3 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Retirement Planning Group (Kansas) held 21,877 shares of Procter & Gamble worth $3.16M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 906 Procter & Gamble shares in Q1 2026, an estimated $137K.
  • Procter & Gamble made up 0.1% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #96 holding.
  • Retirement Planning Group (Kansas) first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Retirement Planning Group (Kansas)'s Procter & Gamble position peaked at $3.37M in Q3 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.