Berkshire Money Management’s Procter & Gamble PG Stock Holding History

Berkshire Money Management’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	–	Sell	-2,431	Closed	-$348K	–	105
2025 Q4	$348K	Buy	+2,431	New	+$358K	0.03%	88
2025 Q3	–	Sell	-1,986	Closed	-$316K	–	108
2025 Q2	$316K	Hold	1,986	–	–	0.03%	78
2025 Q1	$338K	Sell	1,986 -36	-2%	-$6.03K	0.04%	65
2024 Q4	$339K	Buy	+2,022	New	+$344K	0.04%	65

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Money Management's PG Position: Q1 2026 in Review

Berkshire Money Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 2,431 shares — an estimated $348K sold.

Berkshire Money Management first reported a position in PG in Q4 2024 and held it in 4 quarters. The position peaked at $348K in Q4 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Berkshire Money Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 2,431 Procter & Gamble shares in Q1 2026, an estimated $348K.
Berkshire Money Management first reported a position in Procter & Gamble in Q4 2024 and held it in 4 quarters.
Berkshire Money Management's Procter & Gamble position peaked at $348K in Q4 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.