Lakeside Advisors
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Lakeside Advisors’s Procter & Gamble PG Stock Holding History

Lakeside Advisors’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
Q3 		$5.61M Buy
38,587
+905
+2% +$133K 3.27% 7
2026
Q2 		$5.53M Buy
37,682
+106
+0.3% +$15.4K 3.48% 6
2026
Q1 		$5.43M Buy
37,576
+92
+0.2% +$13.9K 3.62% 6
2025
Q4 		$5.37M Buy
37,484
+922
+3% +$136K 3.44% 6
2025
Q3 		$5.62M Sell
36,562
-345
-0.9% -$53.9K 3.55% 6
2025
Q2 		$5.88M Sell
36,907
-1,245
-3% -$203K 3.79% 5
2025
Q1 		$6.5M Sell
38,152
-196
-0.5% -$32.8K 4.31% 4
2024
Q4 		$6.43M Sell
38,348
-717
-2% -$122K 4.25% 4
2024
Q3 		$6.77M Sell
39,065
-433
-1% -$73.5K 4.25% 4
2024
Q2 		$6.51M Sell
39,498
-746
-2% -$122K 4.23% 4
2024
Q1 		$6.53M Sell
40,244
-397
-1% -$62.3K 4.18% 5
2023
Q4 		$5.96M Sell
40,641
-396
-1% -$58.7K 4.14% 5
2023
Q3 		$5.99M Sell
41,037
-1,146
-3% -$175K 4.6% 5
2023
Q2 		$6.4M Sell
42,183
-47
-0.1% -$7.08K 4.72% 5
2023
Q1 		$6.28M Sell
42,230
-206
-0.5% -$29.4K 4.85% 5
2022
Q4 		$6.43M Sell
42,436
-171
-0.4% -$24K 5.27% 4
2022
Q3 		$5.38M Sell
42,607
-26
-0.1% -$3.69K 4.81% 4
2022
Q2 		$6.13M Sell
42,633
-146
-0.3% -$21.9K 5.21% 4
2022
Q1 		$6.54M Sell
42,779
-747
-2% -$117K 4.93% 4
2021
Q4 		$7.12M Buy
+43,526
New +$6.46M 5.25% 4

Other funds holding PG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Lakeside Advisors's PG Position: Q3 2026 in Review

Lakeside Advisors increased its Procter & Gamble (PG) stake by 2.4% in Q3 2026, buying an estimated $133K and bringing the position to 38,587 shares worth $5.61M. The position accounts for 3.27% of the portfolio, ranked #7.

Lakeside Advisors first reported a position in PG in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.12M in Q4 2021. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Lakeside Advisors held 38,587 shares of Procter & Gamble worth $5.61M as of Q3 2026.
  • Lakeside Advisors bought 905 Procter & Gamble shares in Q3 2026, an estimated $133K.
  • Procter & Gamble made up 3.27% of Lakeside Advisors's portfolio in Q3 2026, its #7 holding.
  • Lakeside Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's Procter & Gamble position peaked at $7.12M in Q4 2021.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.