Marietta Investment Partners’s Procter & Gamble PG Stock Holding History

Marietta Investment 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	24,457 -320	-1%	-$48.5K	0.71%	45
2025 Q4	$3.55M	Sell	24,777 -2,725	-10%	-$402K	0.71%	43
2025 Q3	$4.23M	Buy	27,502 +41	+0.1%	+$6.4K	0.81%	37
2025 Q2	$4.38M	Hold	27,461	–	–	0.96%	30
2025 Q1	$4.68M	Hold	27,461	–	–	1.13%	27
2024 Q4	$4.6M	Hold	27,461	–	–	1.01%	31
2024 Q3	$4.76M	Hold	27,461	–	–	1.01%	31
2024 Q2	$4.53M	Hold	27,461	–	–	0.99%	33
2024 Q1	$4.46M	Hold	27,461	–	–	0.97%	35
2023 Q4	$4.02M	Buy	27,461 +154	+0.6%	+$22.8K	1%	36
2023 Q3	$3.98M	Hold	27,307	–	–	1.12%	29
2023 Q2	$4.14M	Buy	27,307 +20	+0.1%	+$3.01K	1.07%	31
2023 Q1	$4.06M	Sell	27,287 -200	-0.7%	-$28.6K	1.13%	29
2022 Q4	$4.17M	Sell	27,487 -180	-0.7%	-$25.2K	1.18%	30
2022 Q3	$3.72M	Sell	27,667 -289	-1%	-$41.1K	1.1%	30
2022 Q2	$4.02M	Hold	27,956	–	–	1.2%	29
2022 Q1	$4.27M	Sell	27,956 -50	-0.2%	-$7.82K	0.98%	36
2021 Q4	$4.58M	Hold	28,006	–	–	0.97%	34
2021 Q3	$3.92M	Buy	28,006 +50	+0.2%	+$7.09K	0.9%	36
2021 Q2	$3.77M	Sell	27,956 -100	-0.4%	-$13.5K	0.86%	36
2021 Q1	$3.8M	Sell	28,056 -977	-3%	-$127K	0.94%	33
2020 Q4	$4.04M	Sell	29,033 -154	-0.5%	-$21.5K	1.03%	32
2020 Q3	$4.06M	Sell	29,187 -74	-0.3%	-$9.82K	1.23%	28
2020 Q2	$3.5M	Buy	29,261 +350	+1%	+$40.8K	1.16%	28
2020 Q1	$3.18M	Buy	28,911 +468	+2%	+$56.2K	1.37%	21
2019 Q4	$3.55M	Sell	28,443 -21	-0.1%	-$2.57K	1.16%	23
2019 Q3	$3.54M	Hold	28,464	–	–	1.22%	25
2019 Q2	$3.12M	Buy	28,464 +252	+0.9%	+$26.9K	1.03%	31
2019 Q1	$2.94M	Hold	28,212	–	–	0.92%	38
2018 Q4	$2.59M	Buy	28,212 +1,700	+6%	+$152K	0.99%	35
2018 Q3	$2.21M	Sell	26,512 -194	-0.7%	-$15.9K	0.66%	46
2018 Q2	$2.08M	Sell	26,706 -790	-3%	-$59.5K	0.65%	43
2018 Q1	$2.18M	Hold	27,496	–	–	0.65%	46
2017 Q4	$2.53M	Buy	27,496 +25	+0.1%	+$2.25K	0.72%	42
2017 Q3	$2.5M	Buy	27,471 +393	+1%	+$35.8K	0.75%	43
2017 Q2	$2.36M	Buy	27,078 +3,200	+13%	+$282K	0.76%	43
2017 Q1	$2.15M	Hold	23,878	–	–	0.71%	40
2016 Q4	$2.01M	Hold	23,878	–	–	0.71%	43
2016 Q3	$2.14M	Hold	23,878	–	–	0.7%	39
2016 Q2	$2.02M	Hold	23,878	–	–	0.72%	38
2016 Q1	$1.97M	Hold	23,878	–	–	0.81%	35
2015 Q4	$1.9M	Sell	23,878 -300	-1%	-$22.9K	0.77%	36
2015 Q3	$1.85M	Hold	24,178	–	–	0.72%	39
2015 Q2	$1.89M	Hold	24,178	–	–	0.74%	40
2015 Q1	$1.98M	Hold	24,178	–	–	0.77%	41
2014 Q4	$2.2M	Hold	24,178	–	–	0.88%	39
2014 Q3	$2.02M	Hold	24,178	–	–	0.9%	38
2014 Q2	$1.9M	Sell	24,178 -172	-0.7%	-$13.9K	0.79%	42
2014 Q1	$1.96M	Sell	24,350 -770	-3%	-$60.7K	0.76%	42
2013 Q4	$2.04M	Sell	25,120 -62	-0.2%	-$5.05K	0.74%	41
2013 Q3	$1.9M	Hold	25,182	–	–	0.76%	43
2013 Q2	$1.94M	Buy	+25,182	New	+$1.98M	0.84%	45

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marietta Investment Partners's PG Position: Q1 2026 in Review

Marietta Investment Partners reduced its Procter & Gamble (PG) stake by 1.3% in Q1 2026, selling an estimated $48.5K and leaving 24,457 shares worth $3.53M. The position accounts for 0.71% of the portfolio, ranked #45.

Marietta Investment Partners first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.76M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Marietta Investment Partners held 24,457 shares of Procter & Gamble worth $3.53M as of Q1 2026.
Marietta Investment Partners sold 320 Procter & Gamble shares in Q1 2026, an estimated $48.5K.
Procter & Gamble made up 0.71% of Marietta Investment Partners's portfolio in Q1 2026, its #45 holding.
Marietta Investment Partners first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
Marietta Investment Partners's Procter & Gamble position peaked at $4.76M in Q3 2024.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.