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World Investment Advisors’s Procter & Gamble PG Stock Holding History

World Investment 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 		$16.6M Buy
115,065
+9,150
+9% +$1.39M 0.27% 76
2025
Q4 		$15.2M Buy
105,915
+14,492
+16% +$2.14M 0.25% 86
2025
Q3 		$14M Buy
91,423
+6,707
+8% +$1.05M 0.29% 69
2025
Q2 		$13.5M Buy
84,716
+33,803
+66% +$5.52M 0.31% 68
2025
Q1 		$8.68M Buy
50,913
+2,886
+6% +$483K 0.23% 105
2024
Q4 		$8.05M Buy
48,027
+9,693
+25% +$1.65M 0.22% 106
2024
Q3 		$6.64M Buy
38,334
+18,706
+95% +$3.18M 0.21% 120
2024
Q2 		$3.24M Buy
19,628
+12,462
+174% +$2.04M 0.2% 104
2024
Q1 		$1.25M Sell
7,166
-1,647
-19% -$258K 0.18% 119
2023
Q4 		$1.29M Buy
8,813
+5,751
+188% +$852K 0.17% 116
2023
Q3 		$447K Buy
3,062
+267
+10% +$40.8K 0.09% 153
2023
Q2 		$424K Buy
2,795
+611
+28% +$92.1K 0.08% 151
2023
Q1 		$325K Sell
2,184
-190
-8% -$27.2K 0.07% 175
2022
Q4 		$360K Buy
+2,374
New +$333K 0.08% 157
2022
Q3 		– Sell
-1,504
Closed -$219K – 263
2022
Q2 		$219K Buy
+1,504
New +$226K 0.05% 242
2021
Q4 		– Sell
-1,610
Closed -$225K – 281
2021
Q3 		$225K Buy
+1,610
New +$228K 0.05% 227
2019
Q1 		– Sell
-2,696
Closed -$267K – 149
2018
Q4 		$267K Buy
+2,696
New +$241K 0.12% 115

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

World Investment Advisors's PG Position: Q1 2026 in Review

World Investment Advisors increased its Procter & Gamble (PG) stake by 8.6% in Q1 2026, buying an estimated $1.39M and bringing the position to 115,065 shares worth $16.6M. The position accounts for 0.27% of the portfolio, ranked #76.

World Investment Advisors first reported a position in PG in Q4 2018 and has held it in 17 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • World Investment Advisors held 115,065 shares of Procter & Gamble worth $16.6M as of Q1 2026.
  • World Investment Advisors bought 9,150 Procter & Gamble shares in Q1 2026, an estimated $1.39M.
  • Procter & Gamble made up 0.27% of World Investment Advisors's portfolio in Q1 2026, its #76 holding.
  • World Investment Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 17 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.