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 | |
| ≡ | AKO Capital | Reduce 0.27% | 2,858 | 0.01 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.30% | 13,996 | 0.01 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 2.28% | 729 | 0.00 | |
| Q2 2024 | |||||
| ≡ | Jensen Investment Management | Reduce 15.05% | 351,525 | 0.47 | |
| ≡ | Terry Smith - Fundsmith | Reduce 3.16% | 151,864 | 0.10 | |
| ≡ | Yacktman Asset Management | Reduce 0.64% | 15,776 | 0.02 | |
| ≡ | Kahn Brothers Group | Reduce 15.00% | 300 | 0.01 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 0.99% | 319 | 0.00 | |
| Q1 2024 | |||||
| ≡ | 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 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 11.85% | 4,345 | 0.01 | |
| ≡ | David Katz - Matrix Asset Advisors | Reduce 9.04% | 212 | 0.00 | |
| 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 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 17,349 | 0.06 | |
| ≡ | Bill & Melinda Gates Foundation Trust | Sell 100.00% | 22,975 | 0.01 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 0.04% | 14 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.14% | 6,641 | 0.00 | |
| Q3 2023 | |||||
| ≡ | 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 | |
| ≡ | David Katz - Matrix Asset Advisors | Reduce 17.52% | 481 | 0.01 | |
| ≡ | Warren Buffett - Berkshire Hathaway | Sell 100.00% | 315,400 | 0.01 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.05% | 2,604 | 0.00 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 0.11% | 39 | 0.00 | |
| Q2 2023 | |||||
| ≡ | AKO Capital | Reduce 4.29% | 42,153 | 0.10 | |
| ≡ | Yacktman Asset Management | Reduce 0.25% | 6,597 | 0.01 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 0.41% | 152 | 0.00 | |
| Q1 2023 | |||||
| ≡ | Yacktman Asset Management | Reduce 8.18% | 238,768 | 0.35 | |
| ≡ | Jensen Investment Management | Reduce 3.43% | 86,710 | 0.10 | |
| ≡ | AKO Capital | Reduce 4.37% | 44,855 | 0.10 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 5,675 | 0.02 | |
| ≡ | Kahn Brothers Group | Reduce 15.33% | 344 | 0.01 | |
| ≡ | David Katz - Matrix Asset Advisors | Reduce 0.89% | 20 | 0.00 | |
| 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 | |
| ≡ | Yacktman Asset Management | Reduce 3.23% | 98,459 | 0.14 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 10,122 | 0.04 | |
| ≡ | Jensen Investment Management | Reduce 0.24% | 5,880 | 0.01 | |
| ≡ | David Katz - Matrix Asset Advisors | Reduce 1.78% | 41 | 0.00 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 6.50% | 2,440 | 0.00 | |
| Q2 2022 | |||||
| ≡ | AKO Capital | Reduce 38.69% | 759,400 | 1.53 | |
| ≡ | Yacktman Asset Management | Reduce 0.90% | 27,692 | 0.04 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 2.19% | 841 | 0.00 | |
| Q1 2022 | |||||
| ≡ | AKO Capital | Reduce 21.61% | 541,187 | 0.89 | |
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 97.70% | 231,927 | 0.43 | |
| ≡ | Yacktman Asset Management | Reduce 4.06% | 130,230 | 0.18 | |
| ≡ | Terry Smith - Fundsmith | Reduce 16.38% | 60,799 | 0.03 | |
| Q4 2021 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 95.50% | 5,032,139 | 11.02 | |
| ≡ | 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 | |
| Q3 2021 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 9.02% | 522,262 | 0.91 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 44,167 | 0.06 | |
| ≡ | Yacktman Asset Management | Reduce 0.78% | 25,109 | 0.03 | |
| Q2 2021 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 34.81% | 3,093,092 | 4.88 | |
| ≡ | Jensen Investment Management | Reduce 0.25% | 5,533 | 0.01 | |
| ≡ | David Katz - Matrix Asset Advisors | Reduce 19.62% | 675 | 0.01 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 0.09% | 40 | 0.00 | |
| 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 | |
| ≡ | Jensen Investment Management | Reduce 8.08% | 151,427 | 0.17 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 4.54% | 1,777 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 98.48% | 41,582 | 0.00 | |
| 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 | |
| ≡ | AKO Capital | Reduce 9.32% | 193,814 | 0.41 | |
| ≡ | Yacktman Asset Management | Reduce 1.12% | 35,627 | 0.07 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 45.27% | 20,409 | 0.05 | |
| Q1 2020 | |||||
| ≡ | Yacktman Asset Management | Reduce 35.94% | 1,789,817 | 3.27 | |
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 3.48% | 1,119,842 | 1.78 | |
| ≡ | Jensen Investment Management | Reduce 10.98% | 80,391 | 0.10 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 1.21% | 462 | 0.00 | |
| Q4 2019 | |||||
| ≡ | 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 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 2.09% | 812 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 97.15% | 72,126 | 0.00 | |
| Q3 2019 | |||||
| ≡ | Yacktman Asset Management | Reduce 32.84% | 3,115,586 | 4.76 | |
| ≡ | Jensen Investment Management | Reduce 41.13% | 1,063,220 | 1.41 | |
| ≡ | 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 | |
| ≡ | Jensen Investment Management | Reduce 3.67% | 98,527 | 0.12 | |
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 0.19% | 71,485 | 0.08 | |
| ≡ | Thomas Russo - Gardner Russo & Quinn | Reduce 8.19% | 3,502 | 0.00 | |
| Q1 2019 | |||||
| ≡ | Hillman Value Fund | Sell 100.00% | 15,000 | 4.75 | |
| ≡ | Yacktman Asset Management | Reduce 10.01% | 1,225,658 | 1.58 | |
| ≡ | 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.