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Stokes Family Office’s Procter & Gamble PG Stock Holding History

Stokes Family Office’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 		$3.79M Sell
26,268
-3,665
-12% -$556K 0.39% 64
2025
Q4 		$4.29M Buy
29,933
+2,743
+10% +$404K 0.39% 65
2025
Q3 		$4.18M Buy
27,190
+2,754
+11% +$430K 0.4% 63
2025
Q2 		$3.89M Buy
24,436
+606
+3% +$98.9K 0.41% 61
2025
Q1 		$4.06M Sell
23,830
-3,558
-13% -$596K 0.46% 56
2024
Q4 		$4.59M Buy
27,388
+1,916
+8% +$326K 0.49% 53
2024
Q3 		$4.41M Sell
25,472
-484
-2% -$82.2K 0.48% 51
2024
Q2 		$4.28M Sell
25,956
-889
-3% -$145K 0.5% 48
2024
Q1 		$4.36M Sell
26,845
-269
-1% -$42.2K 0.54% 46
2023
Q4 		$3.97M Sell
27,114
-14,040
-34% -$2.08M 0.54% 46
2023
Q3 		$6M Buy
41,154
+1,867
+5% +$285K 0.7% 31
2023
Q2 		$5.96M Buy
39,287
+503
+1% +$75.8K 0.69% 28
2023
Q1 		$5.77M Sell
38,784
-129
-0.3% -$18.4K 0.72% 30
2022
Q4 		$5.9M Buy
38,913
+3,813
+11% +$535K 0.76% 30
2022
Q3 		$4.43M Buy
35,100
+167
+0.5% +$23.7K 0.63% 34
2022
Q2 		$5.02M Sell
34,933
-1,833
-5% -$275K 0.69% 36
2022
Q1 		$5.62M Buy
36,766
+4
+0% +$626 0.75% 31
2021
Q4 		$6.01M Buy
36,762
+1,136
+3% +$169K 0.75% 33
2021
Q3 		$4.98M Buy
35,626
+1,178
+3% +$167K 0.69% 37
2021
Q2 		$4.65M Buy
34,448
+893
+3% +$121K 0.66% 41
2021
Q1 		$4.54M Buy
33,555
+289
+0.9% +$37.7K 0.71% 36
2020
Q4 		$4.63M Sell
33,266
-217
-0.6% -$30.3K 0.91% 27
2020
Q3 		$4.65M Buy
33,483
+4,461
+15% +$592K 1.05% 22
2020
Q2 		$3.47M Sell
29,022
-4,343
-13% -$506K 0.88% 28
2020
Q1 		$3.67M Sell
33,365
-800
-2% -$96K 0.98% 25
2019
Q4 		$4.27M Buy
+34,165
New +$4.18M 0.95% 28

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

Stokes Family Office's PG Position: Q1 2026 in Review

Stokes Family Office reduced its Procter & Gamble (PG) stake by 12% in Q1 2026, selling an estimated $556K and leaving 26,268 shares worth $3.79M. The position accounts for 0.39% of the portfolio, ranked #64.

Stokes Family Office first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.01M in Q4 2021. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Stokes Family Office held 26,268 shares of Procter & Gamble worth $3.79M as of Q1 2026.
  • Stokes Family Office sold 3,665 Procter & Gamble shares in Q1 2026, an estimated $556K.
  • Procter & Gamble made up 0.39% of Stokes Family Office's portfolio in Q1 2026, its #64 holding.
  • Stokes Family Office first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Procter & Gamble position peaked at $6.01M in Q4 2021.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.