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Goepper Burkhardt’s Procter & Gamble PG Stock Holding History

Goepper Burkhardt’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 		$649K Sell
4,493
-170
-4% -$25.8K 0.22% 58
2025
Q4 		$668K Buy
4,663
+48
+1% +$7.08K 0.22% 54
2025
Q3 		$709K Sell
4,615
-207
-4% -$32.3K 0.24% 52
2025
Q2 		$768K Sell
4,822
-100
-2% -$16.3K 0.28% 39
2025
Q1 		$839K Sell
4,922
-300
-6% -$50.2K 0.34% 36
2024
Q4 		$876K Sell
5,222
-46
-0.9% -$7.83K 0.36% 33
2024
Q3 		$912K Sell
5,268
-77
-1% -$13.1K 0.38% 34
2024
Q2 		$882K Hold
5,345
– – 0.4% 34
2024
Q1 		$892K Buy
5,345
+205
+4% +$32.2K 0.42% 34
2023
Q4 		$809K Sell
5,140
-213
-4% -$31.5K 0.4% 31
2023
Q3 		$781K Hold
5,353
– – 0.48% 28
2023
Q2 		$812K Sell
5,353
-30
-0.6% -$4.52K 0.49% 26
2023
Q1 		$800K Hold
5,383
– – 0.52% 27
2022
Q4 		$816K Buy
5,383
+566
+12% +$79.3K 0.57% 27
2022
Q3 		$608K Sell
4,817
-48
-1% -$6.82K 0.45% 28
2022
Q2 		$700K Buy
4,865
+48
+1% +$7.21K 0.49% 27
2022
Q1 		$736K Hold
4,817
– – 0.45% 29
2021
Q4 		$788K Hold
4,817
– – 0.47% 29
2021
Q3 		$673K Hold
4,817
– – 0.43% 31
2021
Q2 		$650K Sell
4,817
-7
-0.1% -$947 0.41% 31
2021
Q1 		$653K Sell
4,824
-232
-5% -$30.3K 0.44% 31
2020
Q4 		$704K Buy
+5,056
New +$707K 0.51% 28

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

Goepper Burkhardt's PG Position: Q1 2026 in Review

Goepper Burkhardt reduced its Procter & Gamble (PG) stake by 3.6% in Q1 2026, selling an estimated $25.8K and leaving 4,493 shares worth $649K. The position accounts for 0.22% of the portfolio, ranked #58.

Goepper Burkhardt first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $912K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Goepper Burkhardt held 4,493 shares of Procter & Gamble worth $649K as of Q1 2026.
  • Goepper Burkhardt sold 170 Procter & Gamble shares in Q1 2026, an estimated $25.8K.
  • Procter & Gamble made up 0.22% of Goepper Burkhardt's portfolio in Q1 2026, its #58 holding.
  • Goepper Burkhardt first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Procter & Gamble position peaked at $912K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.