BP
PG icon

BBR Partners’s Procter & Gamble PG Stock Holding History

BBR Partners’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Sell
8,751
-2,695
-24% -$409K 0.07% 94
2025
Q4 		$1.64M Sell
11,446
-153
-1% -$22.6K 0.09% 87
2025
Q3 		$1.78M Buy
11,599
+154
+1% +$24.1K 0.1% 77
2025
Q2 		$1.82M Buy
11,445
+2,376
+26% +$388K 0.11% 77
2025
Q1 		$1.55M Sell
9,069
-86
-0.9% -$14.4K 0.11% 73
2024
Q4 		$1.53M Sell
9,155
-141
-2% -$24K 0.11% 72
2024
Q3 		$1.61M Buy
9,296
+186
+2% +$31.6K 0.12% 62
2024
Q2 		$1.5M Sell
9,110
-5,168
-36% -$845K 0.12% 60
2024
Q1 		$2.32M Buy
14,278
+9,588
+204% +$1.5M 0.19% 53
2023
Q4 		$687K Sell
4,690
-583
-11% -$86.3K 0.07% 84
2023
Q3 		$769K Buy
5,273
+2,316
+78% +$354K 0.09% 73
2023
Q2 		$449K Sell
2,957
-1,714
-37% -$258K 0.05% 101
2023
Q1 		$695K Buy
4,671
+348
+8% +$49.7K 0.08% 85
2022
Q4 		$655K Buy
4,323
+1,300
+43% +$182K 0.07% 90
2022
Q3 		$382K Hold
3,023
– – 0.05% 120
2022
Q2 		$435K Sell
3,023
-1,195
-28% -$180K 0.05% 137
2022
Q1 		$645K Buy
+4,218
New +$660K 0.06% 117
2021
Q1 		– Sell
-1,533
Closed -$213K – 213
2020
Q4 		$213K Buy
+1,533
New +$214K 0.02% 174
2020
Q3 		– Sell
-5,525
Closed -$661K – 201
2020
Q2 		$661K Sell
5,525
-18,040
-77% -$2.1M 0.08% 92
2020
Q1 		$2.59M Sell
23,565
-1,628
-6% -$195K 0.39% 30
2019
Q4 		$3.15M Buy
25,193
+927
+4% +$113K 0.34% 31
2019
Q3 		$3.02M Buy
24,266
+474
+2% +$56K 0.46% 20
2019
Q2 		$2.61M Hold
23,792
– – 0.42% 25
2019
Q1 		$2.48M Sell
23,792
-4,136
-15% -$403K 0.32% 47
2018
Q4 		$2.57M Buy
27,928
+17
+0.1% +$1.52K 0.34% 40
2018
Q3 		$2.32M Buy
27,911
+5,495
+25% +$449K 0.34% 26
2018
Q2 		$1.75M Sell
22,416
-2,415
-10% -$182K 0.29% 31
2018
Q1 		$3.13M Sell
24,831
-10,030
-29% -$836K 0.56% 16
2017
Q4 		$3.2M Buy
34,861
+25,663
+279% +$2.31M 0.6% 14
2017
Q3 		$837K Sell
9,198
-271
-3% -$24.7K 0.18% 17
2017
Q2 		$825K Buy
9,469
+5,245
+124% +$462K 0.18% 22
2017
Q1 		$380K Buy
4,224
+1,503
+55% +$133K 0.08% 44
2016
Q4 		$229K Sell
2,721
-2,860
-51% -$244K 0.04% 64
2016
Q3 		$501K Hold
5,581
– – 0.08% 45
2016
Q2 		$473K Hold
5,581
– – 0.08% 43
2016
Q1 		$459K Buy
+5,581
New +$450K 0.08% 37
2015
Q3 		– Sell
-5,774
Closed -$452K – 76
2015
Q2 		$452K Buy
+5,774
New +$465K 0.06% 43
2013
Q4 		– Sell
-7,684
Closed -$581K – 53
2013
Q3 		$581K Buy
7,684
+50
+0.7% +$3.98K 0.12% 25
2013
Q2 		$588K Buy
+7,634
New +$599K 0.11% 24

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BBR Partners's PG Position: Q1 2026 in Review

BBR Partners reduced its Procter & Gamble (PG) stake by 24% in Q1 2026, selling an estimated $409K and leaving 8,751 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #94.

BBR Partners first reported a position in PG in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.2M in Q4 2017. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • BBR Partners held 8,751 shares of Procter & Gamble worth $1.26M as of Q1 2026.
  • BBR Partners sold 2,695 Procter & Gamble shares in Q1 2026, an estimated $409K.
  • Procter & Gamble made up 0.07% of BBR Partners's portfolio in Q1 2026, its #94 holding.
  • BBR Partners first reported a position in Procter & Gamble in Q2 2013 and has held it in 39 quarters since.
  • BBR Partners's Procter & Gamble position peaked at $3.2M in Q4 2017.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.