Procter & Gamble (PG)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:7
Ownership rank:44
% of all portfolios:0.155%
Hold Price * :$173.20
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q3  2024
≡ Yacktman Asset Management Reduce 10.78% 263,618 0.47
≡ Jensen Investment Management Reduce 7.07% 140,294 0.20
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.28% 729 0.00
≡ Terry Smith - Fundsmith Reduce 0.30% 13,996 0.01
≡ AKO Capital Reduce 0.27% 2,858 0.01
Q2  2024
≡ Jensen Investment Management Reduce 15.05% 351,525 0.47
≡ Kahn Brothers Group Reduce 15.00% 300 0.01
≡ Terry Smith - Fundsmith Reduce 3.16% 151,864 0.10
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.99% 319 0.00
≡ Yacktman Asset Management Reduce 0.64% 15,776 0.02
Q1  2024
≡ Thomas Russo - Gardner Russo & Quinn Reduce 11.85% 4,345 0.01
≡ David Katz - Matrix Asset Advisors Reduce 9.04% 212 0.00
≡ Yacktman Asset Management Reduce 2.46% 62,094 0.09
≡ Terry Smith - Fundsmith Reduce 0.84% 40,850 0.03
≡ Jensen Investment Management Reduce 0.63% 14,725 0.02
Q4  2023
≡ AKO Capital Reduce 14.75% 135,981 0.28
≡ Yacktman Asset Management Reduce 5.10% 135,572 0.18
≡ Jensen Investment Management Reduce 2.17% 52,197 0.06
≡ Terry Smith - Fundsmith Reduce 0.14% 6,641 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.04% 14 0.00
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 22,975 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 17,349 0.06
Q3  2023
≡ David Katz - Matrix Asset Advisors Reduce 17.52% 481 0.01
≡ Jensen Investment Management Reduce 2.57% 63,400 0.07
≡ AKO Capital Reduce 1.87% 17,596 0.04
≡ Yacktman Asset Management Reduce 0.54% 14,533 0.02
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.11% 39 0.00
≡ Terry Smith - Fundsmith Reduce 0.05% 2,604 0.00
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 315,400 0.01
Q2  2023
≡ AKO Capital Reduce 4.29% 42,153 0.10
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.41% 152 0.00
≡ Yacktman Asset Management Reduce 0.25% 6,597 0.01
Q1  2023
≡ Kahn Brothers Group Reduce 15.33% 344 0.01
≡ Yacktman Asset Management Reduce 8.18% 238,768 0.35
≡ AKO Capital Reduce 4.37% 44,855 0.10
≡ Jensen Investment Management Reduce 3.43% 86,710 0.10
≡ David Katz - Matrix Asset Advisors Reduce 0.89% 20 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 5,675 0.02
Q4  2022
≡ AKO Capital Reduce 3.39% 36,048 0.09
≡ Yacktman Asset Management Reduce 1.15% 33,837 0.05
≡ Nelson Peltz - Trian Fund Management Sell 100.00% 5,589 0.02
Q3  2022
≡ AKO Capital Reduce 11.72% 141,033 0.29
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.50% 2,440 0.00
≡ Yacktman Asset Management Reduce 3.23% 98,459 0.14
≡ David Katz - Matrix Asset Advisors Reduce 1.78% 41 0.00
≡ Jensen Investment Management Reduce 0.24% 5,880 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 10,122 0.04
Q2  2022
≡ AKO Capital Reduce 38.69% 759,400 1.53
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.19% 841 0.00
≡ Yacktman Asset Management Reduce 0.90% 27,692 0.04
Q1  2022
≡ Nelson Peltz - Trian Fund Management Reduce 97.70% 231,927 0.43
≡ AKO Capital Reduce 21.61% 541,187 0.89
≡ Terry Smith - Fundsmith Reduce 16.38% 60,799 0.03
≡ Yacktman Asset Management Reduce 4.06% 130,230 0.18
Q4  2021
≡ Nelson Peltz - Trian Fund Management Reduce 95.50% 5,032,139 11.02
≡ David Katz - Matrix Asset Advisors Reduce 18.41% 509 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 11.83% 5,066 0.01
≡ Jensen Investment Management Reduce 0.71% 16,590 0.02
Q3  2021
≡ Nelson Peltz - Trian Fund Management Reduce 9.02% 522,262 0.91
≡ Yacktman Asset Management Reduce 0.78% 25,109 0.03
≡ Lee Ainslie - Maverick Capital Sell 100.00% 44,167 0.06
Q2  2021
≡ Nelson Peltz - Trian Fund Management Reduce 34.81% 3,093,092 4.88
≡ David Katz - Matrix Asset Advisors Reduce 19.62% 675 0.01
≡ Jensen Investment Management Reduce 0.25% 5,533 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.09% 40 0.00
Q1  2021
≡ Lee Ainslie - Maverick Capital Reduce 33.07% 212 0.00
≡ AKO Capital Reduce 14.23% 313,790 0.53
≡ Nelson Peltz - Trian Fund Management Reduce 9.56% 938,847 1.50
Q4  2020
≡ Lee Ainslie - Maverick Capital Reduce 98.48% 41,582 0.00
≡ Jensen Investment Management Reduce 8.08% 151,427 0.17
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.54% 1,777 0.00
≡ Yacktman Asset Management Reduce 3.97% 129,890 0.22
≡ Nelson Peltz - Trian Fund Management Reduce 3.01% 305,151 0.63
Q3  2020
≡ Nelson Peltz - Trian Fund Management Reduce 6.44% 696,977 1.60
≡ Jensen Investment Management Reduce 4.25% 83,295 0.10
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.16% 62 0.00
Q2  2020
≡ Nelson Peltz - Trian Fund Management Reduce 65.12% 20,208,933 43.70
≡ Lee Ainslie - Maverick Capital Reduce 45.27% 20,409 0.05
≡ AKO Capital Reduce 9.32% 193,814 0.41
≡ Yacktman Asset Management Reduce 1.12% 35,627 0.07
Q1  2020
≡ Yacktman Asset Management Reduce 35.94% 1,789,817 3.27
≡ Jensen Investment Management Reduce 10.98% 80,391 0.10
≡ Nelson Peltz - Trian Fund Management Reduce 3.48% 1,119,842 1.78
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.21% 462 0.00
Q4  2019
≡ Lee Ainslie - Maverick Capital Reduce 97.15% 72,126 0.00
≡ Jensen Investment Management Reduce 51.88% 789,610 0.98
≡ Yacktman Asset Management Reduce 21.86% 1,393,402 2.20
≡ Nelson Peltz - Trian Fund Management Reduce 12.22% 4,475,930 5.89
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.09% 812 0.00
Q3  2019
≡ Jensen Investment Management Reduce 41.13% 1,063,220 1.41
≡ Yacktman Asset Management Reduce 32.84% 3,115,586 4.76
≡ Lee Ainslie - Maverick Capital Reduce 20.33% 18,946 0.04
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.12% 441 0.00
Q2  2019
≡ Yacktman Asset Management Reduce 13.86% 1,526,688 2.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 8.19% 3,502 0.00
≡ Jensen Investment Management Reduce 3.67% 98,527 0.12
≡ Nelson Peltz - Trian Fund Management Reduce 0.19% 71,485 0.08
Q1  2019
≡ Yacktman Asset Management Reduce 10.01% 1,225,658 1.58
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.00% 2,731 0.00
≡ Nelson Peltz - Trian Fund Management Reduce 3.19% 1,208,738 1.35

* "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.