SCM
PG icon

Shelton Capital Management’s Procter & Gamble PG Stock Holding History

Shelton Capital 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
2016
Q2 		– Sell
-15,000
Closed -$1.24M – 772
2016
Q1 		$1.24M Hold
15,000
– – 0.11% 173
2015
Q4 		$1.19M Buy
+15,000
New +$1.15M 0.12% 175

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

Shelton Capital Management's PG Position: Q2 2026 in Review

Shelton Capital Management increased its Procter & Gamble (PG) stake by 51% in Q2 2026, buying an estimated $4.63M and bringing the position to 94,538 shares worth $13.9M. The position accounts for 0.26% of the portfolio, ranked #86.

Shelton Capital Management first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.5M in Q1 2021. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Shelton Capital Management held 94,538 shares of Procter & Gamble worth $13.9M as of Q2 2026.
  • Shelton Capital Management bought 31,844 Procter & Gamble shares in Q2 2026, an estimated $4.63M.
  • Procter & Gamble made up 0.26% of Shelton Capital Management's portfolio in Q2 2026, its #86 holding.
  • Shelton Capital Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Shelton Capital Management's Procter & Gamble position peaked at $24.5M in Q1 2021.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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