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
Q1  2024
David Katz - Matrix Asset Advisors Reduce 9.04% 212 0.00
Q4  2023
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
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
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
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
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
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
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
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
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
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
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
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
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
Lee Ainslie - Maverick Capital Reduce 98.48% 41,582 0.00
Q3  2020
Thomas Russo - Gardner Russo & Quinn Reduce 0.16% 62 0.00
Jensen Investment Management Reduce 4.25% 83,295 0.10
Nelson Peltz - Trian Fund Management Reduce 6.44% 696,977 1.60
Q2  2020
Yacktman Asset Management Reduce 1.12% 35,627 0.07
AKO Capital Reduce 9.32% 193,814 0.41
Lee Ainslie - Maverick Capital Reduce 45.27% 20,409 0.05
Nelson Peltz - Trian Fund Management Reduce 65.12% 20,208,933 43.70
Q1  2020
Thomas Russo - Gardner Russo & Quinn Reduce 1.21% 462 0.00
Nelson Peltz - Trian Fund Management Reduce 3.48% 1,119,842 1.78
Jensen Investment Management Reduce 10.98% 80,391 0.10
Yacktman Asset Management Reduce 35.94% 1,789,817 3.27
Q4  2019
Thomas Russo - Gardner Russo & Quinn Reduce 2.09% 812 0.00
Nelson Peltz - Trian Fund Management Reduce 12.22% 4,475,930 5.89
Yacktman Asset Management Reduce 21.86% 1,393,402 2.20
Jensen Investment Management Reduce 51.88% 789,610 0.98
Lee Ainslie - Maverick Capital Reduce 97.15% 72,126 0.00
Q3  2019
Thomas Russo - Gardner Russo & Quinn Reduce 1.12% 441 0.00
Lee Ainslie - Maverick Capital Reduce 20.33% 18,946 0.04
Yacktman Asset Management Reduce 32.84% 3,115,586 4.76
Jensen Investment Management Reduce 41.13% 1,063,220 1.41
Q2  2019
Nelson Peltz - Trian Fund Management Reduce 0.19% 71,485 0.08
Jensen Investment Management Reduce 3.67% 98,527 0.12
Thomas Russo - Gardner Russo & Quinn Reduce 8.19% 3,502 0.00
Yacktman Asset Management Reduce 13.86% 1,526,688 2.01
Q1  2019
Jensen Investment Management Reduce 0.20% 5,353 0.01
Nelson Peltz - Trian Fund Management Reduce 3.19% 1,208,738 1.35
Thomas Russo - Gardner Russo & Quinn Reduce 6.00% 2,731 0.00
Yacktman Asset Management Reduce 10.01% 1,225,658 1.58
Hillman Value Fund Sell 100.00% 15,000 4.75
Q4  2018
Thomas Russo - Gardner Russo & Quinn Reduce 4.06% 1,928 0.00
Jensen Investment Management Reduce 6.99% 202,020 0.26
David Katz - Matrix Asset Advisors Sell 100.00% 21,000 3.02
Robert Olstein - Olstein Capital Management Sell 100.00% 41,000 0.46
Q3  2018
Thomas Russo - Gardner Russo & Quinn Reduce 2.87% 1,403 0.00
David Katz - Matrix Asset Advisors Reduce 4.55% 1,000 0.14
Robert Olstein - Olstein Capital Management Reduce 8.89% 4,000 0.04
Q2  2018
Thomas Russo - Gardner Russo & Quinn Reduce 7.60% 4,018 0.00
Robert Olstein - Olstein Capital Management Reduce 18.18% 10,000 0.10
Lee Ainslie - Maverick Capital Sell 100.00% 19,950 0.02
Q1  2018
Thomas Russo - Gardner Russo & Quinn Reduce 12.52% 7,564 0.00
Q4  2017
Thomas Russo - Gardner Russo & Quinn Reduce 2.96% 1,843 0.00

* "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.