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PYA Waltman Capital’s Procter & Gamble PG Stock Holding History

PYA Waltman Capital’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 		$6.07M Buy
41,401
+10,868
+36% +$1.58M 1.44% 19
2026
Q1 		$4.41M Buy
30,533
+16,852
+123% +$2.55M 1.22% 19
2025
Q4 		$1.96M Sell
13,681
-6,878
-33% -$1.01M 0.53% 36
2025
Q3 		$3.16M Sell
20,559
-844
-4% -$132K 0.85% 27
2025
Q2 		$3.41M Buy
21,403
+2,745
+15% +$448K 0.98% 26
2025
Q1 		$3.18M Buy
18,658
+777
+4% +$130K 1% 24
2024
Q4 		$3M Buy
17,881
+213
+1% +$36.3K 0.97% 26
2024
Q3 		$3.06M Buy
17,668
+675
+4% +$115K 1% 25
2024
Q2 		$2.8M Buy
16,993
+1,991
+13% +$325K 1.03% 25
2024
Q1 		$2.43M Buy
15,002
+308
+2% +$48.3K 0.9% 27
2023
Q4 		$2.15M Buy
14,694
+970
+7% +$144K 0.9% 28
2023
Q3 		$2M Buy
13,724
+2,543
+23% +$388K 0.85% 26
2023
Q2 		$1.74M Buy
11,181
+2,940
+36% +$443K 0.75% 23
2023
Q1 		$1.23M Buy
8,241
+2,655
+48% +$380K 0.61% 25
2022
Q4 		$847K Buy
5,586
+1,012
+22% +$142K 0.44% 28
2022
Q3 		$577K Buy
4,574
+2,725
+147% +$387K 0.34% 28
2022
Q2 		$266K Buy
1,849
+667
+56% +$100K 0.15% 37
2022
Q1 		$181K Buy
1,182
+299
+34% +$46.8K 0.09% 48
2021
Q4 		$144K Buy
+883
New +$131K 0.07% 56

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

PYA Waltman Capital's PG Position: Q2 2026 in Review

PYA Waltman Capital increased its Procter & Gamble (PG) stake by 36% in Q2 2026, buying an estimated $1.58M and bringing the position to 41,401 shares worth $6.07M. The position accounts for 1.44% of the portfolio, ranked #19.

PYA Waltman Capital first reported a position in PG in Q4 2021 and has held it in 19 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • PYA Waltman Capital held 41,401 shares of Procter & Gamble worth $6.07M as of Q2 2026.
  • PYA Waltman Capital bought 10,868 Procter & Gamble shares in Q2 2026, an estimated $1.58M.
  • Procter & Gamble made up 1.44% of PYA Waltman Capital's portfolio in Q2 2026, its #19 holding.
  • PYA Waltman Capital first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.