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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
Q2 		$594K Sell
4,049
-444
-10% -$64.6K 0.18% 60
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goepper Burkhardt's PG Position: Q2 2026 in Review

Goepper Burkhardt reduced its Procter & Gamble (PG) stake by 9.9% in Q2 2026, selling an estimated $64.6K and leaving 4,049 shares worth $594K. The position accounts for 0.18% of the portfolio, ranked #60.

Goepper Burkhardt first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $912K in Q3 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Goepper Burkhardt held 4,049 shares of Procter & Gamble worth $594K as of Q2 2026.
  • Goepper Burkhardt sold 444 Procter & Gamble shares in Q2 2026, an estimated $64.6K.
  • Procter & Gamble made up 0.18% of Goepper Burkhardt's portfolio in Q2 2026, its #60 holding.
  • Goepper Burkhardt first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Goepper Burkhardt's Procter & Gamble position peaked at $912K in Q3 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.