Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
PG holding history
Procter & Gamble Co in every 13F filed by Capital & Planning, 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)
- 32,762
- Value
- $4.80M
- % of portfolio
- 2.5%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 32,762 | $4.80M | 2.5% | +3,465+11.8% | Added | Holders |
| Q1 2026 | 29,297 | $4.23M | 2.6% | +29,297 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −29,028−100.0% | Sold out | Holders |
| Q3 2025 | 29,028 | $4.46M | 2.8% | +1,472+5.3% | Added | Holders |
| Q2 2025 | 27,556 | $4.39M | 3.0% | +840+3.1% | Added | Holders |
| Q1 2025 | 26,716 | $4.55M | 3.4% | +906+3.5% | Added | Holders |
| Q4 2024 | 25,810 | $4.33M | 3.2% | – | No prior filing | Holders |