Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Procter & Gamble PG Stock Holding History

Kovitz Investment Group Partners’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 		$3.53M Sell
24,421
-524
-2% -$79.4K 0.08% 164
2025
Q4 		$3.57M Sell
24,945
-161,765
-87% -$23.9M 0.08% 168
2025
Q3 		$28.7M Buy
186,710
+7,841
+4% +$1.22M 0.11% 169
2025
Q2 		$28.5M Sell
178,869
-46,926
-21% -$7.66M 0.12% 151
2025
Q1 		$38.5M Sell
225,795
-936
-0.4% -$157K 0.19% 108
2024
Q4 		$38.1M Buy
226,731
+9,524
+4% +$1.62M 0.19% 109
2024
Q3 		$32.1M Buy
217,207
+70,003
+48% +$11.9M 0.23% 84
2024
Q2 		$24.3M Buy
147,204
+81,379
+124% +$13.3M 0.21% 81
2024
Q1 		$10.7M Buy
65,825
+31,879
+94% +$5M 0.14% 107
2023
Q4 		$4.97M Buy
33,946
+15,203
+81% +$2.25M 0.08% 151
2023
Q3 		$2.73M Sell
18,743
-1,236
-6% -$189K 0.05% 204
2023
Q2 		$3.03M Sell
19,979
-3,614
-15% -$545K 0.04% 207
2023
Q1 		$3.51M Sell
23,593
-4,869
-17% -$696K 0.06% 191
2022
Q4 		$4.31M Buy
28,462
+316
+1% +$44.3K 0.09% 174
2022
Q3 		$3.55M Sell
28,146
-4,964
-15% -$705K 0.08% 181
2022
Q2 		$4.76M Sell
33,110
-3,975
-11% -$597K 0.11% 153
2022
Q1 		$5.67M Sell
37,085
-6,468
-15% -$1.01M 0.11% 141
2021
Q4 		$6.06M Sell
43,553
-18,569
-30% -$2.76M 0.14% 106
2021
Q3 		$8.69M Sell
62,122
-2,638
-4% -$374K 0.17% 86
2021
Q2 		$8.74M Buy
64,760
+23,842
+58% +$3.23M 0.17% 90
2021
Q1 		$5.54M Sell
40,918
-2,635
-6% -$344K 0.13% 122
2020
Q4 		$6.06M Sell
43,553
-1,776
-4% -$248K 0.15% 102
2020
Q3 		$6.3M Buy
45,329
+2,554
+6% +$339K 0.18% 91
2020
Q2 		$5.12M Buy
42,775
+20,972
+96% +$2.45M 0.16% 101
2020
Q1 		$2.4M Buy
21,803
+131
+0.6% +$15.7K 0.09% 159
2019
Q4 		$2.71M Buy
21,672
+362
+2% +$44.3K 0.08% 172
2019
Q3 		$2.65M Sell
21,310
-1,841
-8% -$218K 0.08% 169
2019
Q2 		$2.54M Sell
23,151
-2,444
-10% -$260K 0.08% 171
2019
Q1 		$2.66M Buy
25,595
+12,265
+92% +$1.19M 0.08% 166
2018
Q4 		$1.23M Buy
13,330
+2,794
+27% +$250K 0.05% 176
2018
Q3 		$877K Sell
10,536
-1,425
-12% -$117K 0.04% 98
2018
Q2 		$934K Sell
11,961
-11,547
-49% -$869K 0.04% 95
2018
Q1 		$1.86M Sell
23,508
-3,085
-12% -$257K 0.09% 63
2017
Q4 		$2.44K Sell
26,593
-457
-2% -$41.1K 0.1% 57
2017
Q3 		$2.46M Sell
27,050
-1,425
-5% -$130K 0.12% 52
2017
Q2 		$2.48M Sell
28,475
-2,175
-7% -$192K 0.13% 53
2017
Q1 		$2.75M Sell
30,650
-820
-3% -$72.7K 0.15% 54
2016
Q4 		$2.65M Sell
31,470
-1,076
-3% -$91.7K 0.15% 50
2016
Q3 		$2.92M Sell
32,546
-56
-0.2% -$4.86K 0.18% 55
2016
Q2 		$2.76M Sell
32,602
-946
-3% -$77.7K 0.19% 56
2016
Q1 		$2.76M Buy
+33,548
New +$2.7M 0.16% 59

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T 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

Kovitz Investment Group Partners's PG Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Procter & Gamble (PG) stake by 2.1% in Q1 2026, selling an estimated $79.4K and leaving 24,421 shares worth $3.53M. The position accounts for 0.08% of the portfolio, ranked #164.

Kovitz Investment Group Partners first reported a position in PG in Q1 2016 and has held it in 41 quarters since. The position peaked at $38.5M in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Kovitz Investment Group Partners held 24,421 shares of Procter & Gamble worth $3.53M as of Q1 2026.
  • Kovitz Investment Group Partners sold 524 Procter & Gamble shares in Q1 2026, an estimated $79.4K.
  • Procter & Gamble made up 0.08% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #164 holding.
  • Kovitz Investment Group Partners first reported a position in Procter & Gamble in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Procter & Gamble position peaked at $38.5M in Q1 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.