YWM
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Yoder Wealth Management’s Procter & Gamble PG Stock Holding History

Yoder Wealth Management’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 		$274K Buy
1,896
+104
+6% +$15.8K 0.12% 104
2025
Q4 		$257K Buy
1,792
+9
+0.5% +$1.33K 0.12% 103
2025
Q3 		$274K Buy
1,783
+84
+5% +$13.1K 0.13% 93
2025
Q2 		$271K Buy
1,699
+144
+9% +$23.5K 0.14% 92
2025
Q1 		$265K Sell
1,555
-458
-23% -$76.7K 0.15% 89
2024
Q4 		$337K Buy
2,013
+57
+3% +$9.71K 0.19% 75
2024
Q3 		$339K Sell
1,956
-56
-3% -$9.51K 0.2% 71
2024
Q2 		$332K Sell
2,012
-54
-3% -$8.83K 0.21% 71
2024
Q1 		$335K Sell
2,066
-143
-6% -$22.4K 0.22% 71
2023
Q4 		$324K Sell
2,209
-8
-0.4% -$1.19K 0.23% 63
2023
Q3 		$323K Buy
2,217
+60
+3% +$9.16K 0.27% 58
2023
Q2 		$327K Sell
2,157
-50
-2% -$7.54K 0.26% 58
2023
Q1 		$328K Buy
+2,207
New +$315K 0.27% 56

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

Yoder Wealth Management's PG Position: Q1 2026 in Review

Yoder Wealth Management increased its Procter & Gamble (PG) stake by 5.8% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,896 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #104.

Yoder Wealth Management first reported a position in PG in Q1 2023 and has held it in 13 quarters since. The position peaked at $339K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Yoder Wealth Management held 1,896 shares of Procter & Gamble worth $274K as of Q1 2026.
  • Yoder Wealth Management bought 104 Procter & Gamble shares in Q1 2026, an estimated $15.8K.
  • Procter & Gamble made up 0.12% of Yoder Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Yoder Wealth Management first reported a position in Procter & Gamble in Q1 2023 and has held it in 13 quarters since.
  • Yoder Wealth Management's Procter & Gamble position peaked at $339K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.