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Liberty One Investment Management’s Procter & Gamble PG Stock Holding History

Liberty One Investment Management’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 		$28.4M Buy
193,404
+20,169
+12% +$2.94M 2.84% 10
2026
Q1 		$25M Buy
173,235
+23,310
+16% +$3.53M 2.58% 14
2025
Q4 		$21.5M Sell
149,925
-214,773
-59% -$31.7M 2.75% 16
2025
Q3 		$56M Buy
364,698
+178,278
+96% +$27.8M 3.15% 12
2025
Q2 		$29.7M Buy
186,420
+7,392
+4% +$1.21M 3% 11
2025
Q1 		$30.5M Buy
179,028
+2,771
+2% +$464K 3.09% 9
2024
Q4 		$29.5M Buy
176,257
+2,600
+1% +$443K 3.2% 7
2024
Q3 		$30.1M Buy
173,657
+2,114
+1% +$359K 3.07% 11
2024
Q2 		$28.3M Sell
171,543
-3,771
-2% -$616K 3.19% 4
2024
Q1 		$28.4M Sell
175,314
-254
-0.1% -$39.8K 3.22% 6
2023
Q4 		$25.7M Buy
175,568
+3,808
+2% +$564K 3.17% 7
2023
Q3 		$25.1M Buy
171,760
+3,613
+2% +$552K 3.63% 3
2023
Q2 		$25.5M Buy
168,147
+3,999
+2% +$603K 3.31% 11
2023
Q1 		$24.4M Buy
164,148
+10,677
+7% +$1.53M 3.33% 10
2022
Q4 		$23.3M Buy
153,471
+8,674
+6% +$1.22M 3.34% 10
2022
Q3 		$18.3M Buy
144,797
+17,000
+13% +$2.41M 3.01% 15
2022
Q2 		$17.2M Sell
127,797
-7,120
-5% -$1.07M 2.93% 15
2022
Q1 		$20.6M Buy
134,917
+1,932
+1% +$302K 3.13% 12
2021
Q4 		$21.8M Buy
132,985
+3,754
+3% +$557K 3.28% 9
2021
Q3 		$18.1M Buy
129,231
+1,434
+1% +$203K 3.08% 12
2021
Q2 		$17.2M Buy
127,797
+4,079
+3% +$552K 2.91% 15
2021
Q1 		$16.8M Buy
123,718
+4,779
+4% +$624K 2.99% 11
2020
Q4 		$16.5M Buy
118,939
+91
+0.1% +$12.7K 3.11% 15
2020
Q3 		$16.5M Buy
118,848
+2,864
+2% +$380K 3.38% 11
2020
Q2 		$13.9M Buy
115,984
+4,844
+4% +$565K 3.11% 14
2020
Q1 		$12.2M Sell
111,140
-8,835
-7% -$1.06M 3.15% 13
2019
Q4 		$15M Buy
+119,975
New +$14.7M 3.24% 11

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

Liberty One Investment Management's PG Position: Q2 2026 in Review

Liberty One Investment Management increased its Procter & Gamble (PG) stake by 12% in Q2 2026, buying an estimated $2.94M and bringing the position to 193,404 shares worth $28.4M. The position accounts for 2.84% of the portfolio, ranked #10.

Liberty One Investment Management first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $56M in Q3 2025. 4,033 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Liberty One Investment Management held 193,404 shares of Procter & Gamble worth $28.4M as of Q2 2026.
  • Liberty One Investment Management bought 20,169 Procter & Gamble shares in Q2 2026, an estimated $2.94M.
  • Procter & Gamble made up 2.84% of Liberty One Investment Management's portfolio in Q2 2026, its #10 holding.
  • Liberty One Investment Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Procter & Gamble position peaked at $56M in Q3 2025.
  • 4,033 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.