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Sather Financial Group’s Procter & Gamble PG Stock Holding History

Sather Financial Group’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 		$272K Sell
1,883
-1,525
-45% -$231K 0.02% 87
2025
Q4 		$488K Sell
3,408
-55
-2% -$8.11K 0.03% 61
2025
Q3 		$532K Buy
3,463
+338
+11% +$52.8K 0.03% 60
2025
Q2 		$498K Hold
3,125
– – 0.03% 67
2025
Q1 		$533K Hold
3,125
– – 0.03% 51
2024
Q4 		$524K Hold
3,125
– – 0.03% 50
2024
Q3 		$541K Hold
3,125
– – 0.03% 52
2024
Q2 		$515K Sell
3,125
-106,254
-97% -$17.4M 0.04% 51
2024
Q1 		$17.7M Sell
109,379
-51,137
-32% -$8.02M 1.27% 23
2023
Q4 		$23.5M Sell
160,516
-990
-0.6% -$147K 1.74% 22
2023
Q3 		$23.6M Hold
161,506
– – 1.96% 19
2023
Q2 		$24.5M Hold
161,506
– – 1.96% 21
2023
Q1 		$24M Hold
161,506
– – 2.09% 21
2022
Q4 		$24.5M Buy
161,506
+153,381
+1,888% +$21.5M 2.01% 23
2022
Q3 		$1.03M Hold
8,125
– – 0.11% 35
2022
Q2 		$1.17M Hold
8,125
– – 0.12% 34
2022
Q1 		$1.24M Buy
8,125
+3,900
+92% +$610K 0.11% 34
2021
Q4 		$691K Hold
4,225
– – 0.06% 44
2021
Q3 		$591K Hold
4,225
– – 0.06% 44
2021
Q2 		$570K Hold
4,225
– – 0.06% 36
2021
Q1 		$572K Buy
+4,225
New +$551K 0.07% 34
2019
Q3 		– Sell
-7,663
Closed -$840K – 62
2019
Q2 		$840K Sell
7,663
-118
-2% -$12.6K 0.16% 37
2019
Q1 		$809K Sell
7,781
-2,000
-20% -$195K 0.16% 37
2018
Q4 		$899K Sell
9,781
-125
-1% -$11.2K 0.2% 37
2018
Q3 		$824K Hold
9,906
– – 0.17% 38
2018
Q2 		$773K Buy
9,906
+1,325
+15% +$99.7K 0.17% 42
2018
Q1 		$680K Hold
8,581
– – 0.16% 42
2017
Q4 		$788K Sell
8,581
-115
-1% -$10.3K 0.2% 39
2017
Q3 		$791K Hold
8,696
– – 0.22% 39
2017
Q2 		$758K Buy
+8,696
New +$767K 0.22% 37

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

Sather Financial Group's PG Position: Q1 2026 in Review

Sather Financial Group reduced its Procter & Gamble (PG) stake by 45% in Q1 2026, selling an estimated $231K and leaving 1,883 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #87.

Sather Financial Group first reported a position in PG in Q2 2017 and has held it in 30 quarters since. The position peaked at $24.5M in Q2 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sather Financial Group held 1,883 shares of Procter & Gamble worth $272K as of Q1 2026.
  • Sather Financial Group sold 1,525 Procter & Gamble shares in Q1 2026, an estimated $231K.
  • Procter & Gamble made up 0.02% of Sather Financial Group's portfolio in Q1 2026, its #87 holding.
  • Sather Financial Group first reported a position in Procter & Gamble in Q2 2017 and has held it in 30 quarters since.
  • Sather Financial Group's Procter & Gamble position peaked at $24.5M in Q2 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.