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
≡ David Katz - Matrix Asset Advisors Add 2.30% 49 0.00
Q2  2024
≡ David Katz - Matrix Asset Advisors Add 0.09% 2 0.00
≡ AKO Capital Add 4.73% 47,925 0.11
Q1  2024
≡ AKO Capital Add 28.88% 226,994 0.52
Q4  2023
≡ David Katz - Matrix Asset Advisors Add 3.49% 79 0.00
Q3  2023
≡ Kahn Brothers Group Add 5.26% 100 0.00
≡ Bill & Melinda Gates Foundation Trust Buy 22,975 0.01
≡ Lee Ainslie - Maverick Capital Buy 17,349 0.06
Q2  2023
≡ David Katz - Matrix Asset Advisors Add 22.81% 510 0.01
≡ Jensen Investment Management Add 0.97% 23,659 0.03
≡ Terry Smith - Fundsmith Add 182.51% 3,132,695 2.00
Q1  2023
≡ Thomas Russo - Gardner Russo & Quinn Add 2.50% 898 0.00
≡ Terry Smith - Fundsmith Add 444.40% 1,401,185 0.90
Q4  2022
≡ Terry Smith - Fundsmith Add 0.35% 1,086 0.00
≡ Thomas Russo - Gardner Russo & Quinn Add 2.52% 886 0.00
≡ Lee Ainslie - Maverick Capital Buy 5,675 0.02
≡ Jensen Investment Management Add 5.16% 123,966 0.15
Q3  2022
≡ Terry Smith - Fundsmith Add 0.51% 1,593 0.00
≡ Nelson Peltz - Trian Fund Management Add 2.42% 132 0.00
Q2  2022
≡ Terry Smith - Fundsmith Add 0.74% 2,288 0.00
≡ David Katz - Matrix Asset Advisors Add 1.82% 41 0.00
≡ Kahn Brothers Group Add 40.25% 644 0.01
≡ Lee Ainslie - Maverick Capital Add 57.13% 3,680 0.01
≡ Jensen Investment Management Add 3.24% 75,606 0.09
Q1  2022
≡ Thomas Russo - Gardner Russo & Quinn Add 1.63% 615 0.00
≡ Lee Ainslie - Maverick Capital Buy 6,442 0.02
≡ Jensen Investment Management Add 0.63% 14,557 0.02
≡ Kahn Brothers Group Buy 1,600 0.03
Q4  2021
≡ Yacktman Asset Management Add 0.02% 799 0.00
≡ Terry Smith - Fundsmith Add 16.64% 52,948 0.02
≡ AKO Capital Add 28.61% 557,113 0.89
Q3  2021
≡ Thomas Russo - Gardner Russo & Quinn Add 0.66% 280 0.00
≡ Terry Smith - Fundsmith Add 5.99% 17,977 0.01
≡ AKO Capital Add 2.19% 41,743 0.06
≡ Jensen Investment Management Add 5.70% 126,098 0.14
Q2  2021
≡ Yacktman Asset Management Add 0.54% 17,308 0.02
≡ AKO Capital Add 0.70% 13,277 0.02
≡ Lee Ainslie - Maverick Capital Add 10195.34% 43,738 0.06
≡ Terry Smith - Fundsmith Add 255.01% 215,641 0.08
Q1  2021
≡ David Katz - Matrix Asset Advisors Add 5.68% 185 0.00
≡ Thomas Russo - Gardner Russo & Quinn Add 14.00% 5,231 0.01
≡ Terry Smith - Fundsmith Add 121.54% 46,392 0.02
≡ Yacktman Asset Management Add 2.35% 73,929 0.10
≡ Jensen Investment Management Add 28.59% 492,808 0.53
Q4  2020
≡ David Katz - Matrix Asset Advisors Add 18.54% 509 0.01
≡ Terry Smith - Fundsmith Buy 38,171 0.02
≡ AKO Capital Add 2.59% 55,731 0.10
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 71.12% 17,549 0.05
≡ Yacktman Asset Management Add 3.76% 118,480 0.24
≡ AKO Capital Add 14.04% 264,778 0.58
Q2  2020
≡ Thomas Russo - Gardner Russo & Quinn Add 4.33% 1,628 0.00
≡ David Katz - Matrix Asset Advisors Add 20.07% 459 0.01
≡ Jensen Investment Management Add 200.32% 1,306,205 1.49
Q1  2020
≡ David Katz - Matrix Asset Advisors Buy 2,287 0.06
≡ Lee Ainslie - Maverick Capital Add 2028.56% 42,965 0.10
≡ AKO Capital Add 29.21% 470,065 1.09
Q4  2019
≡ AKO Capital Add 4.42% 68,066 0.18
Q3  2019
≡ Nelson Peltz - Trian Fund Management Add 0.00% 14 0.00
≡ AKO Capital Add 16.75% 221,102 0.67
Q2  2019
≡ Lee Ainslie - Maverick Capital Buy 93,190 0.15
≡ AKO Capital Add 9.28% 112,063 0.31
Q4  2018
≡ Nelson Peltz - Trian Fund Management Add 0.01% 2,145 0.00
Q1  2018
≡ Lee Ainslie - Maverick Capital Buy 19,950 0.02
≡ Robert Olstein - Olstein Capital Management Add 48.65% 18,000 0.18
≡ Hillman Value Fund Buy 15,000 4.11
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
≡ Robert Olstein - Olstein Capital Management Add 71.43% 25,000 0.29
≡ Nelson Peltz - Trian Fund Management Add 472.28% 30,302,571 20.42
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 Rolfe - Wedgewood Partners Buy 2,400 0.00
≡ David Katz - Matrix Asset Advisors Add 7.34% 1,300 0.20
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
≡ David Katz - Matrix Asset Advisors Add 4.87% 1,300 0.14
≡ Harry Burn - Sound Shore Add 12.90% 84,100 0.30
Q3  2014
≡ Harry Burn - Sound Shore Add 21.39% 149,900 0.52
Q2  2014
≡ Thomas Gayner - Markel Group Add 33.68% 32,000 0.07
Q1  2014
≡ Thomas Russo - Gardner Russo & Quinn Add 2.69% 3,335 0.00
≡ Thomas Gayner - Markel Group Add 126.73% 53,100 0.13
≡ David Katz - Matrix Asset Advisors Add 18.64% 5,500 0.54
≡ Harry Burn - Sound Shore Add 48.18% 227,900 0.84
Q4  2013
≡ Thomas Gayner - Markel Group Add 22.87% 7,800 0.02
Q3  2013
≡ David Katz - Matrix Asset Advisors Add 11.32% 3,000 0.32
Q4  2012
≡ Thomas Gayner - Markel Group Add 79.17% 15,200 0.04
≡ Bill & Melinda Gates Foundation Trust Add 1222.34% 1,386,565 0.56
Q3  2012
≡ Bill & Melinda Gates Foundation Trust Buy 113,435 0.05
≡ Thomas Gayner - Markel Group Buy 19,200 0.06
≡ Bill Ackman - Pershing Square Capital Management Add 27.52% 6,030,684 4.95
Q2  2012
≡ Thomas Russo - Gardner Russo & Quinn Add 0.15% 280 0.00
≡ Harry Burn - Sound Shore Add 30.02% 135,800 0.57
≡ 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

* "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.