Burney 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
Q2 | $10.6M | Sell |
72,022
-944
| -1% | -$137K | 0.28% | 62 |
|
|
2026
Q1 | $10.5M | Sell |
72,966
-2,529
| -3% | -$383K | 0.33% | 46 |
|
|
2025
Q4 | $10.8M | Buy |
75,495
+776
| +1% | +$114K | 0.34% | 68 |
|
|
2025
Q3 | $11.5M | Sell |
74,719
-1,341
| -2% | -$209K | 0.37% | 65 |
|
|
2025
Q2 | $12.1M | Sell |
76,060
-246
| -0.3% | -$40.2K | 0.41% | 56 |
|
|
2025
Q1 | $13M | Sell |
76,306
-2,271
| -3% | -$380K | 0.47% | 55 |
|
|
2024
Q4 | $13.2M | Buy |
78,577
+637
| +0.8% | +$108K | 0.47% | 54 |
|
|
2024
Q3 | $13.5M | Sell |
77,940
-193
| -0.2% | -$32.8K | 0.48% | 56 |
|
|
2024
Q2 | $12.9M | Sell |
78,133
-79
| -0.1% | -$12.9K | 0.49% | 51 |
|
|
2024
Q1 | $12.7M | Sell |
78,212
-1,134
| -1% | -$178K | 0.48% | 50 |
|
|
2023
Q4 | $11.6M | Sell |
79,346
-829
| -1% | -$123K | 0.49% | 48 |
|
|
2023
Q3 | $11.7M | Buy |
80,175
+363
| +0.5% | +$55.4K | 0.55% | 42 |
|
|
2023
Q2 | $12.1M | Sell |
79,812
-57
| -0.1% | -$8.59K | 0.56% | 43 |
|
|
2023
Q1 | $11.9M | Sell |
79,869
-2,668
| -3% | -$381K | 0.59% | 39 |
|
|
2022
Q4 | $12.5M | Sell |
82,537
-1,425
| -2% | -$200K | 0.63% | 35 |
|
|
2022
Q3 | $10.6M | Buy |
83,962
+440
| +0.5% | +$62.5K | 0.59% | 34 |
|
|
2022
Q2 | $12M | Buy |
83,522
+722
| +0.9% | +$109K | 0.63% | 37 |
|
|
2022
Q1 | $12.7M | Sell |
82,800
-7
| -0% | -$1.09K | 0.58% | 42 |
|
|
2021
Q4 | $13.5M | Sell |
82,807
-218
| -0.3% | -$32.4K | 0.58% | 45 |
|
|
2021
Q3 | $11.6M | Sell |
83,025
-184
| -0.2% | -$26.1K | 0.54% | 50 |
|
|
2021
Q2 | $11.2M | Sell |
83,209
-1,445
| -2% | -$196K | 0.52% | 49 |
|
|
2021
Q1 | $11.5M | Sell |
84,654
-1,490
| -2% | -$194K | 0.57% | 47 |
|
|
2020
Q4 | $12M | Sell |
86,144
-2,866
| -3% | -$401K | 0.66% | 33 |
|
|
2020
Q3 | $12.4M | Sell |
89,010
-2,799
| -3% | -$372K | 0.77% | 25 |
|
|
2020
Q2 | $11M | Sell |
91,809
-3,248
| -3% | -$379K | 0.71% | 32 |
|
|
2020
Q1 | $10.5M | Sell |
95,057
-1,235
| -1% | -$148K | 0.8% | 31 |
|
|
2019
Q4 | $12M | Buy |
96,292
+449
| +0.5% | +$54.9K | 0.66% | 39 |
|
|
2019
Q3 | $11.9M | Sell |
95,843
-4,852
| -5% | -$573K | 0.71% | 34 |
|
|
2019
Q2 | $11M | Sell |
100,695
-17,885
| -15% | -$1.91M | 0.67% | 37 |
|
|
2019
Q1 | $12.3M | Sell |
118,580
-5,876
| -5% | -$572K | 0.76% | 30 |
|
|
2018
Q4 | $11.4M | Sell |
124,456
-1,263
| -1% | -$113K | 0.81% | 29 |
|
|
2018
Q3 | $10.5M | Sell |
125,719
-13,525
| -10% | -$1.11M | 0.62% | 40 |
|
|
2018
Q2 | $10.9M | Sell |
139,244
-10,560
| -7% | -$795K | 0.64% | 38 |
|
|
2018
Q1 | $11.9M | Buy |
149,804
+1,940
| +1% | +$162K | 0.74% | 36 |
|
|
2017
Q4 | $13.6M | Buy |
147,864
+8,103
| +6% | +$729K | 0.77% | 35 |
|
|
2017
Q3 | $12.7M | Sell |
139,761
-3,453
| -2% | -$314K | 0.83% | 32 |
|
|
2017
Q2 | $12.5M | Sell |
143,214
-10,888
| -7% | -$960K | 0.82% | 33 |
|
|
2017
Q1 | $13.8M | Buy |
154,102
+11,202
| +8% | +$993K | 0.91% | 30 |
|
|
2016
Q4 | $12M | Buy |
142,900
+27,674
| +24% | +$2.36M | 0.82% | 34 |
|
|
2016
Q3 | $10.3M | Buy |
115,226
+722
| +0.6% | +$62.7K | 0.73% | 44 |
|
|
2016
Q2 | $9.7M | Buy |
114,504
+2,913
| +3% | +$239K | 0.7% | 46 |
|
|
2016
Q1 | $9.19M | Buy |
111,591
+5,016
| +5% | +$404K | 0.67% | 50 |
|
|
2015
Q4 | $8.52M | Buy |
106,575
+14,374
| +16% | +$1.1M | 0.63% | 55 |
|
|
2015
Q3 | $6.63M | Buy |
92,201
+1,233
| +1% | +$92.5K | 0.51% | 69 |
|
|
2015
Q2 | $7.12M | Buy |
90,968
+4,777
| +6% | +$384K | 0.48% | 72 |
|
|
2015
Q1 | $7.06M | Buy |
86,191
+46,257
| +116% | +$3.98M | 0.48% | 71 |
|
|
2014
Q4 | $3.64M | Sell |
39,934
-45,551
| -53% | -$4.01M | 0.29% | 103 |
|
|
2014
Q3 | $7.16M | Buy |
85,485
+42,211
| +98% | +$3.46M | 0.61% | 56 |
|
|
2014
Q2 | $3.4M | Sell |
43,274
-1,865
| -4% | -$150K | 0.29% | 101 |
|
|
2014
Q1 | $3.64M | Sell |
45,139
-6,534
| -13% | -$515K | 0.33% | 98 |
|
|
2013
Q4 | $4.21M | Sell |
51,673
-6,098
| -11% | -$497K | 0.41% | 80 |
|
|
2013
Q3 | $4.37M | Sell |
57,771
-22
| -0% | -$1.75K | 0.49% | 71 |
|
|
2013
Q2 | $4.45M | Buy |
+57,793
| New | +$4.54M | 0.56% | 61 |
|
Other funds holding PG
Burney Company's PG Position: Q2 2026 in Review
Burney Company reduced its Procter & Gamble (PG) stake by 1.3% in Q2 2026, selling an estimated $137K and leaving 72,022 shares worth $10.6M. The position accounts for 0.28% of the portfolio, ranked #62.
Burney Company first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.8M in Q1 2017. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Burney Company held 72,022 shares of Procter & Gamble worth $10.6M as of Q2 2026.
- Burney Company sold 944 Procter & Gamble shares in Q2 2026, an estimated $137K.
- Procter & Gamble made up 0.28% of Burney Company's portfolio in Q2 2026, its #62 holding.
- Burney Company first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
- Burney Company's Procter & Gamble position peaked at $13.8M in Q1 2017.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.