RKL Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.26M | Buy |
22,215
+383
| +2% | +$55.7K | 0.26% | 48 |
|
|
2026
Q1 | $3.15M | Buy |
21,832
+569
| +3% | +$86.3K | 0.28% | 50 |
|
|
2025
Q4 | $3.05M | Buy |
21,263
+2,244
| +12% | +$331K | 0.25% | 53 |
|
|
2025
Q3 | $2.92M | Sell |
19,019
-657
| -3% | -$103K | 0.25% | 55 |
|
|
2025
Q2 | $3.13M | Sell |
19,676
-133
| -0.7% | -$21.7K | 0.28% | 52 |
|
|
2025
Q1 | $3.38M | Buy |
19,809
+1,973
| +11% | +$330K | 0.32% | 47 |
|
|
2024
Q4 | $2.99M | Buy |
17,836
+450
| +3% | +$76.6K | 0.27% | 52 |
|
|
2024
Q3 | $3.01M | Buy |
17,386
+262
| +2% | +$44.5K | 0.27% | 51 |
|
|
2024
Q2 | $2.82M | Sell |
17,124
-538
| -3% | -$88K | 0.27% | 49 |
|
|
2024
Q1 | $2.87M | Sell |
17,662
-201
| -1% | -$31.5K | 0.28% | 49 |
|
|
2023
Q4 | $2.62M | Sell |
17,863
-445
| -2% | -$65.9K | 0.28% | 48 |
|
|
2023
Q3 | $2.67M | Buy |
18,308
+235
| +1% | +$35.9K | 0.33% | 45 |
|
|
2023
Q2 | $2.74M | Buy |
18,073
+22
| +0.1% | +$3.32K | 0.32% | 46 |
|
|
2023
Q1 | $2.68M | Sell |
18,051
-329
| -2% | -$47K | 0.34% | 46 |
|
|
2022
Q4 | $2.79M | Sell |
18,380
-273
| -1% | -$38.3K | 0.37% | 40 |
|
|
2022
Q3 | $2.35M | Sell |
18,653
-12
| -0.1% | -$1.71K | 0.34% | 43 |
|
|
2022
Q2 | $2.68M | Buy |
18,665
+288
| +2% | +$43.3K | 0.37% | 43 |
|
|
2022
Q1 | $2.81M | Buy |
18,377
+1,409
| +8% | +$220K | 0.34% | 44 |
|
|
2021
Q4 | $2.78M | Buy |
16,968
+329
| +2% | +$48.8K | 0.33% | 43 |
|
|
2021
Q3 | $2.33M | Sell |
16,639
-151
| -0.9% | -$21.4K | 0.3% | 49 |
|
|
2021
Q2 | $2.27M | Sell |
16,790
-2
| -0% | -$271 | 0.29% | 50 |
|
|
2021
Q1 | $2.27M | Sell |
16,792
-1,983
| -11% | -$259K | 0.3% | 47 |
|
|
2020
Q4 | $2.61M | Sell |
18,775
-75
| -0.4% | -$10.5K | 0.36% | 42 |
|
|
2020
Q3 | $2.62M | Sell |
18,850
-851
| -4% | -$113K | 0.42% | 41 |
|
|
2020
Q2 | $2.36M | Buy |
19,701
+363
| +2% | +$42.3K | 0.4% | 42 |
|
|
2020
Q1 | $2.13M | Sell |
19,338
-1,528
| -7% | -$183K | 0.45% | 41 |
|
|
2019
Q4 | $2.61M | Sell |
20,866
-1,084
| -5% | -$133K | 0.47% | 43 |
|
|
2019
Q3 | $2.73M | Sell |
21,950
-89
| -0.4% | -$10.5K | 0.52% | 39 |
|
|
2019
Q2 | $2.41M | Sell |
22,039
-82
| -0.4% | -$8.74K | 0.44% | 43 |
|
|
2019
Q1 | $2.3M | Sell |
22,121
-121
| -0.5% | -$11.8K | 0.45% | 46 |
|
|
2018
Q4 | $2.04M | Sell |
22,242
-412
| -2% | -$36.8K | 0.47% | 46 |
|
|
2018
Q3 | $1.88M | Sell |
22,654
-1,342
| -6% | -$110K | 0.4% | 52 |
|
|
2018
Q2 | $1.87M | Sell |
23,996
-1,109
| -4% | -$83.5K | 0.42% | 50 |
|
|
2018
Q1 | $2M | Sell |
25,105
-1,463
| -6% | -$122K | 0.47% | 46 |
|
|
2017
Q4 | $2.43M | Sell |
26,568
-1,340
| -5% | -$121K | 0.6% | 40 |
|
|
2017
Q3 | $2.53M | Buy |
27,908
+2,748
| +11% | +$250K | 0.71% | 39 |
|
|
2017
Q2 | $2.2M | Buy |
25,160
+4,844
| +24% | +$427K | 0.7% | 43 |
|
|
2017
Q1 | $1.82M | Buy |
20,316
+1,917
| +10% | +$170K | 0.73% | 40 |
|
|
2016
Q4 | $1.55M | Buy |
18,399
+965
| +6% | +$82.2K | 0.75% | 36 |
|
|
2016
Q3 | $1.56M | Buy |
17,434
+2,781
| +19% | +$242K | 0.79% | 32 |
|
|
2016
Q2 | $1.23M | Buy |
14,653
+5,192
| +55% | +$426K | 0.64% | 35 |
|
|
2016
Q1 | $779K | Buy |
+9,461
| New | +$762K | 0.45% | 39 |
|
|
2015
Q1 | – | Sell |
-2,695
| Closed | -$245K | – | 54 |
|
|
2014
Q4 | $245K | Hold |
2,695
| – | – | 0.16% | 56 |
|
|
2014
Q3 | $226K | Buy |
+2,695
| New | +$221K | 0.16% | 58 |
|
|
2014
Q2 | – | Sell |
-3,115
| Closed | -$251K | – | 59 |
|
|
2014
Q1 | $251K | Buy |
+3,115
| New | +$245K | 0.19% | 54 |
|
Other funds holding PG
RKL Wealth Management's PG Position: Q2 2026 in Review
RKL Wealth Management increased its Procter & Gamble (PG) stake by 1.8% in Q2 2026, buying an estimated $55.7K and bringing the position to 22,215 shares worth $3.26M. The position accounts for 0.26% of the portfolio, ranked #48.
RKL Wealth Management first reported a position in PG in Q1 2014 and has held it in 45 quarters since. The position peaked at $3.38M in Q1 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- RKL Wealth Management held 22,215 shares of Procter & Gamble worth $3.26M as of Q2 2026.
- RKL Wealth Management bought 383 Procter & Gamble shares in Q2 2026, an estimated $55.7K.
- Procter & Gamble made up 0.26% of RKL Wealth Management's portfolio in Q2 2026, its #48 holding.
- RKL Wealth Management first reported a position in Procter & Gamble in Q1 2014 and has held it in 45 quarters since.
- RKL Wealth Management's Procter & Gamble position peaked at $3.38M in Q1 2025.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.