PG — PROCTER AND GAMBLE CO

Ownership history in Carson Advisory Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in PROCTER AND GAMBLE CO (PG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.6% (2022 Q4)
Avg. % of fund
1.31%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,124 +65 +0.5% 0.90% $1.7M $142.30
2025 Q3 REDUCED 12,059 -52 -0.4% 1.00% $1.9M $151.51
2025 Q2 REDUCED 12,111 -53 -0.4% 1.23% $1.9M $156.03
2025 Q1 REDUCED 12,164 -64 -0.5% 1.40% $2.1M $165.87
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PG price (monthly, adj. close)

Other funds also holding PG

As of 2025 Q4 — sorted by position size

Northwest Capital Management Inc 3Y 7Y 18.03% SCHULHOFF & CO INC 3Y 7Y 9.27% RIT CAPITAL PARTNERS PLC 3Y 7Y 6.86% Formidable Asset Management, LLC 3Y 7Y 6.36% Wealth Dimensions Group, Ltd. 3Y 5.84% Heritage Wealth Management, Inc. 5.69% Knuff & Co LLC 3Y 7Y 5.64% Slocum, Gordon & Co LLP 5.2% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 5.15% Stone House Investment Management, LLC 3Y 7Y 4.87%
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