LMKC
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L.M. Kohn & Company’s Procter & Gamble PG Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$3.53M Sell
22,998
-7,497
-25% -$1.17M 4.25% 3
2025
Q2 		$4.86M Sell
30,495
-781
-2% -$127K 1.31% 17
2025
Q1 		$5.33M Buy
31,276
+15,797
+102% +$2.65M 1.39% 15
2024
Q4 		$2.6M Sell
15,479
-188
-1% -$32K 0.67% 27
2024
Q3 		$2.71M Sell
15,667
-4,904
-24% -$833K 0.69% 25
2024
Q2 		$3.39M Buy
20,571
+241
+1% +$39.4K 0.92% 19
2024
Q1 		$3.3M Buy
20,330
+57
+0.3% +$8.94K 0.93% 18
2023
Q4 		$2.97M Buy
20,273
+632
+3% +$93.6K 0.95% 17
2023
Q3 		$2.86M Buy
19,641
+211
+1% +$32.2K 1.05% 16
2023
Q2 		$2.95M Buy
19,430
+3,580
+23% +$540K 1.11% 15
2023
Q1 		$2.36M Buy
15,850
+444
+3% +$63.5K 0.98% 17
2022
Q4 		$2.33M Buy
15,406
+436
+3% +$61.1K 1.09% 16
2022
Q3 		$1.89M Sell
14,970
-1
-0% -$142 0.93% 23
2022
Q2 		$2.15M Buy
14,971
+503
+3% +$75.6K 1.01% 18
2022
Q1 		$2.21M Buy
+14,468
New +$2.26M 0.85% 20

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

L.M. Kohn & Company's PG Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Procter & Gamble (PG) stake by 25% in Q3 2025, selling an estimated $1.17M and leaving 22,998 shares worth $3.53M. The position accounts for 4.25% of the portfolio, ranked #3.

L.M. Kohn & Company first reported a position in PG in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.33M in Q1 2025. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • L.M. Kohn & Company held 22,998 shares of Procter & Gamble worth $3.53M as of Q3 2025.
  • L.M. Kohn & Company sold 7,497 Procter & Gamble shares in Q3 2025, an estimated $1.17M.
  • Procter & Gamble made up 4.25% of L.M. Kohn & Company's portfolio in Q3 2025, its #3 holding.
  • L.M. Kohn & Company first reported a position in Procter & Gamble in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Procter & Gamble position peaked at $5.33M in Q1 2025.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.