Peninsula Asset Management’s Procter & Gamble PG Stock Holding History

Peninsula Asset 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 Q1	$733K	Buy	5,072 +1,000	+25%	+$152K	0.37%	42
2025 Q4	$584K	Sell	4,072 -75	-2%	-$11.1K	0.3%	40
2025 Q3	$637K	Sell	4,147 -50	-1%	-$7.81K	0.33%	39
2025 Q2	$669K	Sell	4,197 -300	-7%	-$49K	0.35%	38
2025 Q1	$766K	Sell	4,497 -475	-10%	-$79.6K	0.43%	35
2024 Q4	$834K	Hold	4,972	–	–	0.44%	35
2024 Q3	$861K	Sell	4,972 -150	-3%	-$25.5K	0.43%	35
2024 Q2	$845K	Hold	5,122	–	–	0.46%	35
2024 Q1	$831K	Sell	5,122 -63	-1%	-$9.88K	0.45%	35
2023 Q4	$760K	Sell	5,185 -25	-0.5%	-$3.7K	0.44%	35
2023 Q3	$760K	Hold	5,210	–	–	0.48%	35
2023 Q2	$791K	Sell	5,210 -50	-1%	-$7.54K	0.47%	35
2023 Q1	$782K	Sell	5,260 -150	-3%	-$21.4K	0.49%	36
2022 Q4	$820K	Hold	5,410	–	–	0.5%	36
2022 Q3	$683K	Hold	5,410	–	–	0.44%	37
2022 Q2	$778K	Hold	5,410	–	–	0.47%	37
2022 Q1	$826K	Sell	5,410 -100	-2%	-$15.6K	0.42%	37
2021 Q4	$901K	Hold	5,510	–	–	0.43%	37
2021 Q3	$771K	Hold	5,510	–	–	0.4%	38
2021 Q2	$743K	Hold	5,510	–	–	0.39%	38
2021 Q1	$746K	Hold	5,510	–	–	0.42%	38
2020 Q4	$767K	Sell	5,510 -100	-2%	-$14K	0.47%	38
2020 Q3	$779K	Hold	5,610	–	–	0.52%	39
2020 Q2	$670K	Sell	5,610 -100	-2%	-$11.7K	0.48%	39
2020 Q1	$628K	Sell	5,710 -100	-2%	-$12K	0.52%	38
2019 Q4	$725K	Hold	5,810	–	–	0.48%	39
2019 Q3	$723K	Sell	5,810 -100	-2%	-$11.8K	0.49%	40
2019 Q2	$648K	Hold	5,910	–	–	0.46%	42
2019 Q1	$615K	Sell	5,910 -300	-5%	-$29.2K	0.44%	42
2018 Q4	$571K	Hold	6,210	–	–	0.47%	41
2018 Q3	$517K	Hold	6,210	–	–	0.36%	42
2018 Q2	$485K	Hold	6,210	–	–	0.35%	42
2018 Q1	$492K	Sell	6,210 -150	-2%	-$12.5K	0.36%	42
2017 Q4	$585K	Hold	6,360	–	–	0.43%	40
2017 Q3	$578K	Hold	6,360	–	–	0.42%	42
2017 Q2	$555K	Hold	6,360	–	–	0.42%	42
2017 Q1	$572K	Sell	6,360 -589	-8%	-$52.2K	0.44%	40
2016 Q4	$584K	Hold	6,949	–	–	0.47%	40
2016 Q3	$624K	Buy	6,949 +700	+11%	+$60.8K	0.48%	40
2016 Q2	$529K	Sell	6,249 -992	-14%	-$81.4K	0.43%	40
2016 Q1	$596K	Sell	7,241 -472	-6%	-$38K	0.5%	40
2015 Q4	$612K	Sell	7,713 -250	-3%	-$19.1K	0.53%	39
2015 Q3	$573K	Hold	7,963	–	–	0.48%	43
2015 Q2	$623K	Hold	7,963	–	–	0.51%	44
2015 Q1	$633K	Sell	7,963 -125	-2%	-$10.7K	0.51%	42
2014 Q4	$737K	Hold	8,088	–	–	0.6%	42
2014 Q3	$677K	Hold	8,088	–	–	0.57%	42
2014 Q2	$636K	Sell	8,088 -250	-3%	-$20.2K	0.52%	42
2014 Q1	$672K	Sell	8,338 -228	-3%	-$18K	0.55%	42
2013 Q4	$698K	Sell	8,566 -400	-4%	-$32.6K	0.56%	42
2013 Q3	$677K	Sell	8,966 -3,225	-26%	-$257K	0.61%	42
2013 Q2	$938K	Buy	+12,191	New	+$957K	0.88%	42

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

Peninsula Asset Management's PG Position: Q1 2026 in Review

Peninsula Asset Management increased its Procter & Gamble (PG) stake by 25% in Q1 2026, buying an estimated $152K and bringing the position to 5,072 shares worth $733K. The position accounts for 0.37% of the portfolio, ranked #42.

Peninsula Asset Management first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $938K in Q2 2013. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Peninsula Asset Management held 5,072 shares of Procter & Gamble worth $733K as of Q1 2026.
Peninsula Asset Management bought 1,000 Procter & Gamble shares in Q1 2026, an estimated $152K.
Procter & Gamble made up 0.37% of Peninsula Asset Management's portfolio in Q1 2026, its #42 holding.
Peninsula Asset Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
Peninsula Asset Management's Procter & Gamble position peaked at $938K in Q2 2013.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Peninsula Asset Management's 13F filing for Q1 2026, filed 5 May 2026.