Procter & Gamble (PG)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:7
Ownership rank:54
% of all portfolios:0.135%
Hold Price * :$146.54
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
David Katz - Matrix Asset Advisors Add 3.49% 79 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 0.04% 14 0.00
Terry Smith - Fundsmith Reduce 0.14% 6,641 0.00
Jensen Investment Management Reduce 2.17% 52,197 0.06
Yacktman Asset Management Reduce 5.10% 135,572 0.18
AKO Capital Reduce 14.75% 135,981 0.28
Lee Ainslie - Maverick Capital Sell 100.00% 17,349 0.06
Bill & Melinda Gates Foundation Trust Sell 100.00% 22,975 0.01
Q3  2023
Kahn Brothers Group Add 5.26% 100 0.00
Lee Ainslie - Maverick Capital Buy 17,349 0.06
Bill & Melinda Gates Foundation Trust Buy 22,975 0.01
Terry Smith - Fundsmith Reduce 0.05% 2,604 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 0.11% 39 0.00
Yacktman Asset Management Reduce 0.54% 14,533 0.02
AKO Capital Reduce 1.87% 17,596 0.04
Jensen Investment Management Reduce 2.57% 63,400 0.07
David Katz - Matrix Asset Advisors Reduce 17.52% 481 0.01
Warren Buffett - Berkshire Hathaway Sell 100.00% 315,400 0.01
Q2  2023
Terry Smith - Fundsmith Add 182.51% 3,132,695 2.00
David Katz - Matrix Asset Advisors Add 22.81% 510 0.01
Jensen Investment Management Add 0.97% 23,659 0.03
Yacktman Asset Management Reduce 0.25% 6,597 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 0.41% 152 0.00
AKO Capital Reduce 4.29% 42,153 0.10
Q1  2023
Terry Smith - Fundsmith Add 444.40% 1,401,185 0.90
Thomas Russo - Gardner Russo & Quinn Add 2.50% 898 0.00
David Katz - Matrix Asset Advisors Reduce 0.89% 20 0.00
Jensen Investment Management Reduce 3.43% 86,710 0.10
AKO Capital Reduce 4.37% 44,855 0.10
Yacktman Asset Management Reduce 8.18% 238,768 0.35
Kahn Brothers Group Reduce 15.33% 344 0.01
Lee Ainslie - Maverick Capital Sell 100.00% 5,675 0.02
Q4  2022
Jensen Investment Management Add 5.16% 123,966 0.15
Thomas Russo - Gardner Russo & Quinn Add 2.52% 886 0.00
Terry Smith - Fundsmith Add 0.35% 1,086 0.00
Lee Ainslie - Maverick Capital Buy 5,675 0.02
Yacktman Asset Management Reduce 1.15% 33,837 0.05
AKO Capital Reduce 3.39% 36,048 0.09
Nelson Peltz - Trian Fund Management Sell 100.00% 5,589 0.02
Q3  2022
Nelson Peltz - Trian Fund Management Add 2.42% 132 0.00
Terry Smith - Fundsmith Add 0.51% 1,593 0.00
Jensen Investment Management Reduce 0.24% 5,880 0.01
David Katz - Matrix Asset Advisors Reduce 1.78% 41 0.00
Yacktman Asset Management Reduce 3.23% 98,459 0.14
Thomas Russo - Gardner Russo & Quinn Reduce 6.50% 2,440 0.00
AKO Capital Reduce 11.72% 141,033 0.29
Lee Ainslie - Maverick Capital Sell 100.00% 10,122 0.04
Q2  2022
Lee Ainslie - Maverick Capital Add 57.13% 3,680 0.01
Kahn Brothers Group Add 40.25% 644 0.01
Jensen Investment Management Add 3.24% 75,606 0.09
David Katz - Matrix Asset Advisors Add 1.82% 41 0.00
Terry Smith - Fundsmith Add 0.74% 2,288 0.00
Yacktman Asset Management Reduce 0.90% 27,692 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 2.19% 841 0.00
AKO Capital Reduce 38.69% 759,400 1.53
Q1  2022
Thomas Russo - Gardner Russo & Quinn Add 1.63% 615 0.00
Jensen Investment Management Add 0.63% 14,557 0.02
Kahn Brothers Group Buy 1,600 0.03
Lee Ainslie - Maverick Capital Buy 6,442 0.02
Yacktman Asset Management Reduce 4.06% 130,230 0.18
Terry Smith - Fundsmith Reduce 16.38% 60,799 0.03
AKO Capital Reduce 21.61% 541,187 0.89
Nelson Peltz - Trian Fund Management Reduce 97.70% 231,927 0.43
Q4  2021
AKO Capital Add 28.61% 557,113 0.89
Terry Smith - Fundsmith Add 16.64% 52,948 0.02
Yacktman Asset Management Add 0.02% 799 0.00
Jensen Investment Management Reduce 0.71% 16,590 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 11.83% 5,066 0.01
David Katz - Matrix Asset Advisors Reduce 18.41% 509 0.01
Nelson Peltz - Trian Fund Management Reduce 95.50% 5,032,139 11.02
Q3  2021
Terry Smith - Fundsmith Add 5.99% 17,977 0.01
Jensen Investment Management Add 5.70% 126,098 0.14
AKO Capital Add 2.19% 41,743 0.06
Thomas Russo - Gardner Russo & Quinn Add 0.66% 280 0.00
Yacktman Asset Management Reduce 0.78% 25,109 0.03
Nelson Peltz - Trian Fund Management Reduce 9.02% 522,262 0.91
Lee Ainslie - Maverick Capital Sell 100.00% 44,167 0.06
Q2  2021
Lee Ainslie - Maverick Capital Add 10195.34% 43,738 0.06
Terry Smith - Fundsmith Add 255.01% 215,641 0.08
AKO Capital Add 0.70% 13,277 0.02
Yacktman Asset Management Add 0.54% 17,308 0.02
Thomas Russo - Gardner Russo & Quinn Reduce 0.09% 40 0.00
Jensen Investment Management Reduce 0.25% 5,533 0.01
David Katz - Matrix Asset Advisors Reduce 19.62% 675 0.01
Nelson Peltz - Trian Fund Management Reduce 34.81% 3,093,092 4.88
Q1  2021
Terry Smith - Fundsmith Add 121.54% 46,392 0.02
Jensen Investment Management Add 28.59% 492,808 0.53
Thomas Russo - Gardner Russo & Quinn Add 14.00% 5,231 0.01
David Katz - Matrix Asset Advisors Add 5.68% 185 0.00
Yacktman Asset Management Add 2.35% 73,929 0.10
Nelson Peltz - Trian Fund Management Reduce 9.56% 938,847 1.50
AKO Capital Reduce 14.23% 313,790 0.53
Lee Ainslie - Maverick Capital Reduce 33.07% 212 0.00
Q4  2020
David Katz - Matrix Asset Advisors Add 18.54% 509 0.01
AKO Capital Add 2.59% 55,731 0.10
Terry Smith - Fundsmith Buy 38,171 0.02
Nelson Peltz - Trian Fund Management Reduce 3.01% 305,151 0.63
Yacktman Asset Management Reduce 3.97% 129,890 0.22
Thomas Russo - Gardner Russo & Quinn Reduce 4.54% 1,777 0.00
Jensen Investment Management Reduce 8.08% 151,427 0.17

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.