Middleton & Co’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.01M | Buy |
13,886
+1,125
| +9% | +$171K | 0.23% | 77 |
|
|
2025
Q4 | $1.83M | Sell |
12,761
-89
| -0.7% | -$13.1K | 0.19% | 77 |
|
|
2025
Q3 | $1.97M | Hold |
12,850
| – | – | 0.21% | 77 |
|
|
2025
Q2 | $2.05M | Sell |
12,850
-1,450
| -10% | -$237K | 0.23% | 75 |
|
|
2025
Q1 | $2.44M | Sell |
14,300
-166
| -1% | -$27.8K | 0.28% | 71 |
|
|
2024
Q4 | $2.43M | Sell |
14,466
-1,011
| -7% | -$172K | 0.27% | 69 |
|
|
2024
Q3 | $2.68M | Sell |
15,477
-206
| -1% | -$35K | 0.3% | 69 |
|
|
2024
Q2 | $2.59M | Sell |
15,683
-753
| -5% | -$123K | 0.3% | 66 |
|
|
2024
Q1 | $2.67M | Buy |
16,436
+100
| +0.6% | +$15.7K | 0.31% | 68 |
|
|
2023
Q4 | $2.39M | Sell |
16,336
-61
| -0.4% | -$9.04K | 0.3% | 67 |
|
|
2023
Q3 | $2.39M | Sell |
16,397
-410
| -2% | -$62.6K | 0.33% | 66 |
|
|
2023
Q2 | $2.55M | Buy |
16,807
+695
| +4% | +$105K | 0.34% | 68 |
|
|
2023
Q1 | $2.4M | Buy |
16,112
+275
| +2% | +$39.3K | 0.34% | 67 |
|
|
2022
Q4 | $2.4M | Sell |
15,837
-125
| -0.8% | -$17.5K | 0.36% | 69 |
|
|
2022
Q3 | $2.02M | Sell |
15,962
-2,266
| -12% | -$322K | 0.31% | 70 |
|
|
2022
Q2 | $2.62M | Sell |
18,228
-300
| -2% | -$45.1K | 0.34% | 70 |
|
|
2022
Q1 | $2.83M | Buy |
18,528
+740
| +4% | +$116K | 0.3% | 70 |
|
|
2021
Q4 | $2.91M | Sell |
17,788
-185
| -1% | -$27.5K | 0.28% | 72 |
|
|
2021
Q3 | $2.51M | Sell |
17,973
-1,131
| -6% | -$160K | 0.27% | 73 |
|
|
2021
Q2 | $2.58M | Sell |
19,104
-1,722
| -8% | -$233K | 0.28% | 72 |
|
|
2021
Q1 | $2.82M | Buy |
20,826
+413
| +2% | +$53.9K | 0.32% | 72 |
|
|
2020
Q4 | $2.84M | Buy |
20,413
+200
| +1% | +$28K | 0.34% | 69 |
|
|
2020
Q3 | $2.81M | Sell |
20,213
-375
| -2% | -$49.8K | 0.37% | 62 |
|
|
2020
Q2 | $2.46M | Sell |
20,588
-830
| -4% | -$96.8K | 0.35% | 67 |
|
|
2020
Q1 | $2.36M | Sell |
21,418
-1,006
| -4% | -$121K | 0.41% | 60 |
|
|
2019
Q4 | $2.8M | Sell |
22,424
-1,750
| -7% | -$214K | 0.4% | 63 |
|
|
2019
Q3 | $3.01M | Sell |
24,174
-175
| -0.7% | -$20.7K | 0.46% | 61 |
|
|
2019
Q2 | $2.67M | Buy |
24,349
+244
| +1% | +$26K | 0.41% | 64 |
|
|
2019
Q1 | $2.51M | Sell |
24,105
-1,605
| -6% | -$156K | 0.4% | 65 |
|
|
2018
Q4 | $2.36M | Sell |
25,710
-860
| -3% | -$76.9K | 0.43% | 63 |
|
|
2018
Q3 | $2.21M | Buy |
26,570
+1,624
| +7% | +$133K | 0.34% | 70 |
|
|
2018
Q2 | $1.95M | Sell |
24,946
-1,969
| -7% | -$148K | 0.33% | 71 |
|
|
2018
Q1 | $2.13M | Sell |
26,915
-3,740
| -12% | -$312K | 0.38% | 68 |
|
|
2017
Q4 | $2.82M | Sell |
30,655
-206
| -0.7% | -$18.5K | 0.47% | 63 |
|
|
2017
Q3 | $2.81M | Buy |
30,861
+4,586
| +17% | +$418K | 0.51% | 61 |
|
|
2017
Q2 | $2.29M | Sell |
26,275
-325
| -1% | -$28.6K | 0.49% | 68 |
|
|
2017
Q1 | $2.39M | Sell |
26,600
-1,013
| -4% | -$89.8K | 0.52% | 64 |
|
|
2016
Q4 | $2.32M | Sell |
27,613
-738
| -3% | -$62.9K | 0.52% | 64 |
|
|
2016
Q3 | $2.54M | Sell |
28,351
-115
| -0.4% | -$9.99K | 0.57% | 55 |
|
|
2016
Q2 | $2.41M | Sell |
28,466
-600
| -2% | -$49.2K | 0.55% | 55 |
|
|
2016
Q1 | $2.39M | Sell |
29,066
-750
| -3% | -$60.4K | 0.55% | 53 |
|
|
2015
Q4 | $2.37M | Buy |
29,816
+150
| +0.5% | +$11.5K | 0.53% | 53 |
|
|
2015
Q3 | $2.13M | Sell |
29,666
-150
| -0.5% | -$11.2K | 0.51% | 54 |
|
|
2015
Q2 | $2.33M | Buy |
29,816
+118
| +0.4% | +$9.49K | 0.51% | 59 |
|
|
2015
Q1 | $2.43M | Buy |
29,698
+62
| +0.2% | +$5.33K | 0.53% | 59 |
|
|
2014
Q4 | $2.7M | Sell |
29,636
-84
| -0.3% | -$7.39K | 0.6% | 51 |
|
|
2014
Q3 | $2.49M | Sell |
29,720
-1,117
| -4% | -$91.5K | 0.58% | 54 |
|
|
2014
Q2 | $2.42M | Sell |
30,837
-299
| -1% | -$24.1K | 0.55% | 55 |
|
|
2014
Q1 | $2.51M | Sell |
31,136
-3,014
| -9% | -$237K | 0.58% | 55 |
|
|
2013
Q4 | $2.78M | Sell |
34,150
-1,720
| -5% | -$140K | 0.73% | 46 |
|
|
2013
Q3 | $2.71M | Sell |
35,870
-2,058
| -5% | -$164K | 0.71% | 53 |
|
|
2013
Q2 | $2.92M | Buy |
+37,928
| New | +$2.98M | 0.86% | 48 |
|
Other funds holding PG
VCM
VPM
Middleton & Co's PG Position: Q1 2026 in Review
Middleton & Co increased its Procter & Gamble (PG) stake by 8.8% in Q1 2026, buying an estimated $171K and bringing the position to 13,886 shares worth $2.01M. The position accounts for 0.23% of the portfolio, ranked #77.
Middleton & Co first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.01M in Q3 2019. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Middleton & Co held 13,886 shares of Procter & Gamble worth $2.01M as of Q1 2026.
- Middleton & Co bought 1,125 Procter & Gamble shares in Q1 2026, an estimated $171K.
- Procter & Gamble made up 0.23% of Middleton & Co's portfolio in Q1 2026, its #77 holding.
- Middleton & Co first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
- Middleton & Co's Procter & Gamble position peaked at $3.01M in Q3 2019.
- 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.