Beaton Management Company’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.03M | Sell |
27,880
-135
| -0.5% | -$20.5K | 1.79% | 16 |
|
|
2025
Q4 | $4.01M | Sell |
28,015
-79
| -0.3% | -$11.6K | 1.77% | 16 |
|
|
2025
Q3 | $4.32M | Sell |
28,094
-300
| -1% | -$46.9K | 1.96% | 12 |
|
|
2025
Q2 | $4.52M | Sell |
28,394
-264
| -0.9% | -$43.1K | 2.21% | 11 |
|
|
2025
Q1 | $4.88M | Sell |
28,658
-75
| -0.3% | -$12.6K | 2.54% | 9 |
|
|
2024
Q4 | $4.82M | Sell |
28,733
-100
| -0.3% | -$17K | 2.43% | 8 |
|
|
2024
Q3 | $4.99M | Hold |
28,833
| – | – | 2.53% | 9 |
|
|
2024
Q2 | $4.75M | Sell |
28,833
-86
| -0.3% | -$14.1K | 2.56% | 7 |
|
|
2024
Q1 | $4.69M | Sell |
28,919
-121
| -0.4% | -$19K | 2.55% | 8 |
|
|
2023
Q4 | $4.26M | Sell |
29,040
-1,917
| -6% | -$284K | 2.55% | 7 |
|
|
2023
Q3 | $4.51M | Buy |
30,957
+41
| +0.1% | +$6.26K | 2.93% | 6 |
|
|
2023
Q2 | $4.69M | Sell |
30,916
-120
| -0.4% | -$18.1K | 2.97% | 6 |
|
|
2023
Q1 | $4.62M | Sell |
31,036
-39
| -0.1% | -$5.58K | 3.12% | 6 |
|
|
2022
Q4 | $4.71M | Sell |
31,075
-967
| -3% | -$136K | 3.16% | 4 |
|
|
2022
Q3 | $4.04M | Sell |
32,042
-50
| -0.2% | -$7.1K | 3.06% | 6 |
|
|
2022
Q2 | $4.62M | Hold |
32,092
| – | – | 3.27% | 4 |
|
|
2022
Q1 | $4.9M | Hold |
32,092
| – | – | 3.03% | 4 |
|
|
2021
Q4 | $5.25M | Sell |
32,092
-75
| -0.2% | -$11.1K | 3.13% | 3 |
|
|
2021
Q3 | $4.5M | Buy |
32,167
+110
| +0.3% | +$15.6K | 2.97% | 3 |
|
|
2021
Q2 | $4.33M | Sell |
32,057
-150
| -0.5% | -$20.3K | 2.75% | 3 |
|
|
2021
Q1 | $4.36M | Sell |
32,207
-97
| -0.3% | -$12.7K | 3.01% | 3 |
|
|
2020
Q4 | $4.5M | Sell |
32,304
-77
| -0.2% | -$10.8K | 3.32% | 3 |
|
|
2020
Q3 | $4.5M | Sell |
32,381
-416
| -1% | -$55.2K | 3.71% | 1 |
|
|
2020
Q2 | $3.92M | Sell |
32,797
-865
| -3% | -$101K | 3.5% | 1 |
|
|
2020
Q1 | $3.7M | Hold |
33,662
| – | – | 3.71% | 2 |
|
|
2019
Q4 | $4.2M | Sell |
33,662
-40
| -0.1% | -$4.89K | 3.3% | 3 |
|
|
2019
Q3 | $4.19M | Buy |
33,702
+497
| +1% | +$58.7K | 3.4% | 3 |
|
|
2019
Q2 | $3.64M | Sell |
33,205
-4,715
| -12% | -$503K | 3.02% | 4 |
|
|
2019
Q1 | $3.95M | Sell |
37,920
-190
| -0.5% | -$18.5K | 3.41% | 3 |
|
|
2018
Q4 | $3.5M | Sell |
38,110
-400
| -1% | -$35.8K | 3.44% | 3 |
|
|
2018
Q3 | $3.21M | Sell |
38,510
-303
| -0.8% | -$24.8K | 2.65% | 4 |
|
|
2018
Q2 | $3.03M | Sell |
38,813
-199
| -0.5% | -$15K | 2.71% | 4 |
|
|
2018
Q1 | $3.09M | Sell |
39,012
-1,690
| -4% | -$141K | 2.86% | 3 |
|
|
2017
Q4 | $3.74M | Sell |
40,702
-37
| -0.1% | -$3.33K | 3.37% | 3 |
|
|
2017
Q3 | $3.71M | Sell |
40,739
-100
| -0.2% | -$9.1K | 3.49% | 3 |
|
|
2017
Q2 | $3.56M | Buy |
+40,839
| New | +$3.6M | 3.53% | 3 |
|
Other funds holding PG
VCM
VPM
Beaton Management Company's PG Position: Q1 2026 in Review
Beaton Management Company reduced its Procter & Gamble (PG) stake by 0.48% in Q1 2026, selling an estimated $20.5K and leaving 27,880 shares worth $4.03M. The position accounts for 1.79% of the portfolio, ranked #16.
Beaton Management Company first reported a position in PG in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.25M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Beaton Management Company held 27,880 shares of Procter & Gamble worth $4.03M as of Q1 2026.
- Beaton Management Company sold 135 Procter & Gamble shares in Q1 2026, an estimated $20.5K.
- Procter & Gamble made up 1.79% of Beaton Management Company's portfolio in Q1 2026, its #16 holding.
- Beaton Management Company first reported a position in Procter & Gamble in Q2 2017 and has held it in 36 quarters since.
- Beaton Management Company's Procter & Gamble position peaked at $5.25M in Q4 2021.
- 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.