Zhang Financial’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.75M | Sell |
25,583
-1,061
| -4% | -$154K | 0.11% | 98 |
|
|
2026
Q1 | $3.85M | Sell |
26,644
-734
| -3% | -$111K | 0.13% | 84 |
|
|
2025
Q4 | $3.92M | Sell |
27,378
-157
| -0.6% | -$23.1K | 0.15% | 83 |
|
|
2025
Q3 | $4.23M | Buy |
27,535
+1,749
| +7% | +$273K | 0.17% | 74 |
|
|
2025
Q2 | $4.11M | Buy |
25,786
+1,805
| +8% | +$295K | 0.19% | 68 |
|
|
2025
Q1 | $4.09M | Sell |
23,981
-390
| -2% | -$65.3K | 0.22% | 60 |
|
|
2024
Q4 | $4.09M | Buy |
24,371
+288
| +1% | +$49K | 0.23% | 53 |
|
|
2024
Q3 | $4.17M | Sell |
24,083
-450
| -2% | -$76.4K | 0.26% | 50 |
|
|
2024
Q2 | $4.05M | Buy |
24,533
+310
| +1% | +$50.7K | 0.28% | 48 |
|
|
2024
Q1 | $3.93M | Buy |
24,223
+97
| +0.4% | +$15.2K | 0.29% | 48 |
|
|
2023
Q4 | $3.54M | Buy |
24,126
+563
| +2% | +$83.4K | 0.3% | 46 |
|
|
2023
Q3 | $3.43M | Buy |
23,563
+2,153
| +10% | +$329K | 0.35% | 43 |
|
|
2023
Q2 | $3.23M | Buy |
21,410
+153
| +0.7% | +$23.1K | 0.33% | 45 |
|
|
2023
Q1 | $3.16M | Buy |
21,257
+48
| +0.2% | +$6.86K | 0.36% | 46 |
|
|
2022
Q4 | $3.21M | Hold |
21,209
| – | – | 0.41% | 42 |
|
|
2022
Q3 | $2.68M | Buy |
21,209
+554
| +3% | +$78.7K | 0.4% | 45 |
|
|
2022
Q2 | $2.97M | Buy |
20,655
+114
| +0.6% | +$17.1K | 0.48% | 38 |
|
|
2022
Q1 | $3.14M | Buy |
20,541
+909
| +5% | +$142K | 0.53% | 30 |
|
|
2021
Q4 | $3.21M | Buy |
19,632
+683
| +4% | +$101K | 0.57% | 30 |
|
|
2021
Q3 | $2.65M | Buy |
18,949
+1,413
| +8% | +$200K | 0.61% | 29 |
|
|
2021
Q2 | $2.37M | Buy |
17,536
+2,639
| +18% | +$357K | 0.58% | 29 |
|
|
2021
Q1 | $2.02M | Buy |
14,897
+34
| +0.2% | +$4.44K | 0.54% | 31 |
|
|
2020
Q4 | $2.07M | Buy |
14,863
+935
| +7% | +$131K | 0.64% | 24 |
|
|
2020
Q3 | $1.94M | Buy |
13,928
+979
| +8% | +$130K | 0.7% | 24 |
|
|
2020
Q2 | $1.55M | Buy |
12,949
+37
| +0.3% | +$4.32K | 0.6% | 26 |
|
|
2020
Q1 | $1.42M | Sell |
12,912
-378
| -3% | -$45.4K | 0.63% | 27 |
|
|
2019
Q4 | $1.66M | Sell |
13,290
-1,002
| -7% | -$123K | 0.63% | 25 |
|
|
2019
Q3 | $1.78M | Buy |
14,292
+593
| +4% | +$70.1K | 0.75% | 22 |
|
|
2019
Q2 | $1.5M | Sell |
13,699
-184
| -1% | -$19.6K | 0.63% | 24 |
|
|
2019
Q1 | $1.45M | Buy |
13,883
+99
| +0.7% | +$9.64K | 0.62% | 23 |
|
|
2018
Q4 | $1.27M | Sell |
13,784
-113
| -0.8% | -$10.1K | 0.61% | 24 |
|
|
2018
Q3 | $1.16M | Buy |
13,897
+154
| +1% | +$12.6K | 0.56% | 26 |
|
|
2018
Q2 | $1.07M | Sell |
13,743
-123
| -0.9% | -$9.26K | 0.55% | 25 |
|
|
2018
Q1 | $1.07M | Sell |
13,866
-1,961
| -12% | -$163K | 0.56% | 26 |
|
|
2017
Q4 | $1.45M | Sell |
15,827
-349
| -2% | -$31.4K | 0.71% | 22 |
|
|
2017
Q3 | $1.49M | Buy |
16,176
+142
| +0.9% | +$12.9K | 0.76% | 19 |
|
|
2017
Q2 | $1.4M | Buy |
16,034
+207
| +1% | +$18.2K | 0.74% | 19 |
|
|
2017
Q1 | $1.45M | Sell |
15,827
-917
| -5% | -$81.3K | 0.72% | 22 |
|
|
2016
Q4 | $1.46M | Buy |
16,744
+44
| +0.3% | +$3.75K | 0.79% | 20 |
|
|
2016
Q3 | $1.5M | Sell |
16,700
-3,134
| -16% | -$272K | 0.82% | 19 |
|
|
2016
Q2 | $1.68M | Sell |
19,834
-36
| -0.2% | -$2.96K | 0.92% | 20 |
|
|
2016
Q1 | $1.64M | Sell |
19,870
-702
| -3% | -$56.6K | 0.92% | 20 |
|
|
2015
Q4 | $1.63M | Sell |
20,572
-279
| -1% | -$21.3K | 0.98% | 20 |
|
|
2015
Q3 | $1.5M | Buy |
20,851
+80
| +0.4% | +$6K | 0.96% | 21 |
|
|
2015
Q2 | $1.63M | Buy |
20,771
+47
| +0.2% | +$3.78K | 1.04% | 19 |
|
|
2015
Q1 | $1.7M | Buy |
20,724
+42
| +0.2% | +$3.61K | 1.06% | 19 |
|
|
2014
Q4 | $1.88M | Buy |
20,682
+210
| +1% | +$18.5K | 1.23% | 19 |
|
|
2014
Q3 | $1.71M | Buy |
20,472
+344
| +2% | +$28.2K | 1.17% | 19 |
|
|
2014
Q2 | $1.58M | Buy |
20,128
+219
| +1% | +$17.7K | 1.06% | 19 |
|
|
2014
Q1 | $1.6M | Buy |
19,909
+5,513
| +38% | +$434K | 1.15% | 19 |
|
|
2013
Q4 | $1.17M | Hold |
14,396
| – | – | 0.89% | 20 |
|
|
2013
Q3 | $1.09M | Buy |
14,396
+238
| +2% | +$18.9K | 0.88% | 20 |
|
|
2013
Q2 | $1.09M | Buy |
+14,158
| New | +$1.11M | 0.94% | 19 |
|
Other funds holding PG
Zhang Financial's PG Position: Q2 2026 in Review
Zhang Financial reduced its Procter & Gamble (PG) stake by 4% in Q2 2026, selling an estimated $154K and leaving 25,583 shares worth $3.75M. The position accounts for 0.11% of the portfolio, ranked #98.
Zhang Financial first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.23M in Q3 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Zhang Financial held 25,583 shares of Procter & Gamble worth $3.75M as of Q2 2026.
- Zhang Financial sold 1,061 Procter & Gamble shares in Q2 2026, an estimated $154K.
- Procter & Gamble made up 0.11% of Zhang Financial's portfolio in Q2 2026, its #98 holding.
- Zhang Financial first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
- Zhang Financial's Procter & Gamble position peaked at $4.23M in Q3 2025.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.