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Creative Planning PG Position History
The Procter & Gamble Company • Consumer Defensive
Quarters held
15
Latest value
$262.8M
Q3 2026
Peak value
$262.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.9M |
| Q3 2025 | $238.8M |
| Q4 2025 | $216.6M |
| Q4 2025 | $734K |
| Q4 2025 | $3.6M |
| Q1 2026 | $435K |
| Q1 2026 | $3.8M |
| Q1 2026 | $240.9M |
| Q2 2026 | $427K |
| Q2 2026 | $3.2M |
| Q2 2026 | $243.6M |
| Q2 2026 | $8K |
| Q3 2026 | $382K |
| Q3 2026 | $3M |
| Q3 2026 | $262.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $262.8M | 1.81M | — | — |
| Q3 2026 | $3M | 20.6K | — | — |
| Q3 2026 | $382K | 15.6K | — | — |
| Q2 2026 | $8K | 6.7K | — | — |
| Q2 2026 | $243.6M | 1.66M | — | — |
| Q2 2026 | $3.2M | 21.6K | — | — |
| Q2 2026 | $427K | 16.6K | — | — |
| Q1 2026 | $240.9M | 1.67M | — | — |
| Q1 2026 | $3.8M | 26.3K | — | — |
| Q1 2026 | $435K | 16.8K | — | — |
| Q4 2025 | $3.6M | 25.5K | — | — |
| Q4 2025 | $734K | 5.1K | — | — |
| Q4 2025 | $216.6M | 1.51M | — | — |
| Q3 2025 | $238.8M | 1.55M | — | — |
| Q3 2025 | $3.9M | 25.6K | — | — |
Other funds holding PG
$37.3B
$35.3B
$32.5B
$30.6B
$17.4B
$17.1B
$16.9B