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CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

PG holding history

Procter & Gamble Co in every 13F filed by CapWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overviewAll 13F holders of PGFull Q2 2026 holdings

Shares (Q2 2026)
1,776
Value
$260.4K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2022
Holdings of PG by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,776$260.4K<0.1%+203+12.9%AddedHolders
Q1 20261,573$227.2K<0.1%−16−1.0%ReducedHolders
Q4 20251,589$227.7K<0.1%+16+1.0%AddedHolders
Q3 20251,573$241.7K<0.1%−38−2.4%ReducedHolders
Q2 20251,611$256.7K<0.1%−7−0.4%ReducedHolders
Q1 20251,618$275.7K<0.1%−4−0.2%ReducedHolders
Q4 20241,622$271.9K<0.1%+29+1.8%AddedHolders
Q3 20241,593$275.9K<0.1%+343+27.4%AddedHolders
Q2 20241,250$206.2K<0.1%+1,250NewHolders
Q1 20230$00.0%−1,646−100.0%Sold outHolders
Q4 20221,646$249.5K<0.1%+1,646NewHolders
Q3 20220$00.0%−1,533−100.0%Sold outHolders
Q2 20221,533$220.0K<0.1%+1,533NewHolders