WCG Wealth Advisors’s Procter & Gamble PG Stock Holding History

WCG Wealth Advisors’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	$5.62M	Buy	38,875 +11,089	+40%	+$1.68M	0.16%	143
2025 Q4	$3.98M	Buy	27,786 +5,813	+26%	+$857K	0.11%	175
2025 Q3	$3.38M	Sell	21,973 -8,700	-28%	-$1.36M	0.21%	105
2025 Q2	$4.89M	Buy	30,673 +2,678	+10%	+$437K	0.32%	86
2025 Q1	$4.77M	Sell	27,995 -294	-1%	-$49.2K	0.36%	81
2024 Q4	$4.74M	Buy	28,289 +86	+0.3%	+$14.6K	0.31%	92
2024 Q3	$4.88M	Buy	28,203 +372	+1%	+$63.2K	0.33%	90
2024 Q2	$4.59M	Buy	27,831 +231	+0.8%	+$37.8K	0.34%	81
2024 Q1	$4.48M	Sell	27,600 -12,282	-31%	-$1.93M	0.37%	68
2023 Q4	$5.84M	Buy	39,882 +7,870	+25%	+$1.17M	0.43%	64
2023 Q3	$4.77M	Buy	+32,012	New	+$4.89M	0.35%	71
2022 Q4	–	Sell	-4,553	Closed	-$662K	–	246
2022 Q3	$662K	Buy	4,553 +785	+21%	+$112K	0.09%	159
2022 Q2	$542K	Buy	+3,768	New	+$566K	0.08%	161

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

WCG Wealth Advisors's PG Position: Q1 2026 in Review

WCG Wealth Advisors increased its Procter & Gamble (PG) stake by 40% in Q1 2026, buying an estimated $1.68M and bringing the position to 38,875 shares worth $5.62M. The position accounts for 0.16% of the portfolio, ranked #143.

WCG Wealth Advisors first reported a position in PG in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.84M in Q4 2023. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

WCG Wealth Advisors held 38,875 shares of Procter & Gamble worth $5.62M as of Q1 2026.
WCG Wealth Advisors bought 11,089 Procter & Gamble shares in Q1 2026, an estimated $1.68M.
Procter & Gamble made up 0.16% of WCG Wealth Advisors's portfolio in Q1 2026, its #143 holding.
WCG Wealth Advisors first reported a position in Procter & Gamble in Q2 2022 and has held it in 13 quarters since.
WCG Wealth Advisors's Procter & Gamble position peaked at $5.84M in Q4 2023.
3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.