Procter & Gamble (PG)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:7
Ownership rank:54
% of all portfolios:0.135%
Hold Price * :$146.60
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
David Katz - Matrix Asset Advisors Add 3.49% 79 0.00
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
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
Q1  2023
Terry Smith - Fundsmith Add 444.40% 1,401,185 0.90
Thomas Russo - Gardner Russo & Quinn Add 2.50% 898 0.00
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
Q3  2022
Nelson Peltz - Trian Fund Management Add 2.42% 132 0.00
Terry Smith - Fundsmith Add 0.51% 1,593 0.00
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
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
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
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
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
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
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
Q3  2020
Lee Ainslie - Maverick Capital Add 71.12% 17,549 0.05
AKO Capital Add 14.04% 264,778 0.58
Yacktman Asset Management Add 3.76% 118,480 0.24
Q2  2020
Jensen Investment Management Add 200.32% 1,306,205 1.49
David Katz - Matrix Asset Advisors Add 20.07% 459 0.01
Thomas Russo - Gardner Russo & Quinn Add 4.33% 1,628 0.00
Q1  2020
Lee Ainslie - Maverick Capital Add 2028.56% 42,965 0.10
AKO Capital Add 29.21% 470,065 1.09
David Katz - Matrix Asset Advisors Buy 2,287 0.06
Q4  2019
AKO Capital Add 4.42% 68,066 0.18
Q3  2019
AKO Capital Add 16.75% 221,102 0.67
Nelson Peltz - Trian Fund Management Add 0.00% 14 0.00
Q2  2019
AKO Capital Add 9.28% 112,063 0.31
Lee Ainslie - Maverick Capital Buy 93,190 0.15
Q4  2018
Nelson Peltz - Trian Fund Management Add 0.01% 2,145 0.00
Q1  2018
Robert Olstein - Olstein Capital Management Add 48.65% 18,000 0.18
Hillman Value Fund Buy 15,000 4.11
Lee Ainslie - Maverick Capital Buy 19,950 0.02
Q4  2017
David Katz - Matrix Asset Advisors Add 11.11% 2,200 0.33
Q3  2017
Nelson Peltz - Trian Fund Management Add 0.79% 296,609 0.21
Q2  2017
Nelson Peltz - Trian Fund Management Add 2.43% 893,157 0.59
Hillman Value Fund Buy 10,000 2.73
Q1  2017
Nelson Peltz - Trian Fund Management Add 472.28% 30,302,571 20.42
Robert Olstein - Olstein Capital Management Add 71.43% 25,000 0.29
Q4  2016
David Katz - Matrix Asset Advisors Add 6.32% 1,200 0.17
Nelson Peltz - Trian Fund Management Buy 6,416,284 4.86
Q2  2016
David Katz - Matrix Asset Advisors Add 7.34% 1,300 0.20
David Rolfe - Wedgewood Partners Buy 2,400 0.00
Q4  2015
Robert Olstein - Olstein Capital Management Buy 46,000 0.57
Q3  2015
David Katz - Matrix Asset Advisors Add 7.14% 2,000 0.22
Q1  2015
Harry Burn - Sound Shore Add 12.90% 84,100 0.30
David Katz - Matrix Asset Advisors Add 4.87% 1,300 0.14
Q3  2014
Harry Burn - Sound Shore Add 21.39% 149,900 0.52
Q2  2014
Thomas Gayner - Markel Asset Management Add 33.68% 32,000 0.07
Q1  2014
Thomas Gayner - Markel Asset Management Add 126.73% 53,100 0.13
Harry Burn - Sound Shore Add 48.18% 227,900 0.84
David Katz - Matrix Asset Advisors Add 18.64% 5,500 0.54
Thomas Russo - Gardner Russo & Quinn Add 2.69% 3,335 0.00
Q4  2013
Thomas Gayner - Markel Asset Management Add 22.87% 7,800 0.02
Q3  2013
David Katz - Matrix Asset Advisors Add 11.32% 3,000 0.32
Q4  2012
Bill & Melinda Gates Foundation Trust Add 1222.34% 1,386,565 0.56
Thomas Gayner - Markel Asset Management Add 79.17% 15,200 0.04
Q3  2012
Bill Ackman - Pershing Square Capital Management Add 27.52% 6,030,684 4.95
Thomas Gayner - Markel Asset Management Buy 19,200 0.06
Bill & Melinda Gates Foundation Trust Buy 113,435 0.05
Q2  2012
Harry Burn - Sound Shore Add 30.02% 135,800 0.57
Thomas Russo - Gardner Russo & Quinn Add 0.15% 280 0.00
Bill Ackman - Pershing Square Capital Management Buy 21,916,208 18.97
Q1  2012
David Katz - Matrix Asset Advisors Add 30.35% 7,800 0.62
Q4  2011
Thomas Russo - Gardner Russo & Quinn Add 0.18% 329 0.00
Harry Burn - Sound Shore Buy 623,900 2.68
Q2  2011
Thomas Russo - Gardner Russo & Quinn Add 7.19% 13,075 0.02
Q1  2011
David Katz - Matrix Asset Advisors Add 36.96% 8,500 0.48
Q4  2010
David Katz - Matrix Asset Advisors Add 43.75% 7,000 0.45
Q2  2010
Wallace Weitz - Weitz Value Fund Add 29.41% 50,000 0.41
David Katz - Matrix Asset Advisors Add 9.09% 2,000 0.15
Q1  2010
Thomas Gayner - Markel Asset Management Add 260.23% 45,800 0.18

* "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.