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 Q2	$6.24M	Buy	42,574 +3,699	+10%	+$538K	0.15%	141
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WCG Wealth Advisors's PG Position: Q2 2026 in Review

WCG Wealth Advisors increased its Procter & Gamble (PG) stake by 9.5% in Q2 2026, buying an estimated $538K and bringing the position to 42,574 shares worth $6.24M. The position accounts for 0.15% of the portfolio, ranked #141.

WCG Wealth Advisors first reported a position in PG in Q2 2022 and has held it in 14 quarters since. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

WCG Wealth Advisors held 42,574 shares of Procter & Gamble worth $6.24M as of Q2 2026.
WCG Wealth Advisors bought 3,699 Procter & Gamble shares in Q2 2026, an estimated $538K.
Procter & Gamble made up 0.15% of WCG Wealth Advisors's portfolio in Q2 2026, its #141 holding.
WCG Wealth Advisors first reported a position in Procter & Gamble in Q2 2022 and has held it in 14 quarters since.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.