YWM
PG icon

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
Q2 		$282K Buy
1,923
+27
+1% +$3.93K 0.11% 106
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Yoder Wealth Management's PG Position: Q2 2026 in Review

Yoder Wealth Management increased its Procter & Gamble (PG) stake by 1.4% in Q2 2026, buying an estimated $3.93K and bringing the position to 1,923 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #106.

Yoder Wealth Management first reported a position in PG in Q1 2023 and has held it in 14 quarters since. The position peaked at $339K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Yoder Wealth Management held 1,923 shares of Procter & Gamble worth $282K as of Q2 2026.
  • Yoder Wealth Management bought 27 Procter & Gamble shares in Q2 2026, an estimated $3.93K.
  • Procter & Gamble made up 0.11% of Yoder Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Yoder Wealth Management first reported a position in Procter & Gamble in Q1 2023 and has held it in 14 quarters since.
  • Yoder Wealth Management's Procter & Gamble position peaked at $339K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.