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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PYA Waltman Capital's PG Position: Q1 2026 in Review

PYA Waltman Capital increased its Procter & Gamble (PG) stake by 123% in Q1 2026, buying an estimated $2.55M and bringing the position to 30,533 shares worth $4.41M. The position accounts for 1.22% of the portfolio, ranked #19.

PYA Waltman Capital first reported a position in PG in Q4 2021 and has held it in 18 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • PYA Waltman Capital held 30,533 shares of Procter & Gamble worth $4.41M as of Q1 2026.
  • PYA Waltman Capital bought 16,852 Procter & Gamble shares in Q1 2026, an estimated $2.55M.
  • Procter & Gamble made up 1.22% of PYA Waltman Capital's portfolio in Q1 2026, its #19 holding.
  • PYA Waltman Capital first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.