WCM Investment Management
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WCM Investment Management’s Procter & Gamble PG Stock Holding History

WCM Investment 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
2025
Q2 		– Sell
-25,004
Closed -$4.2M – 273
2025
Q1 		$4.2M Sell
25,004
-665
-3% -$111K 0.01% 181
2024
Q4 		$4.29M Buy
25,669
+15,351
+149% +$2.61M 0.01% 187
2024
Q3 		$1.79M Buy
10,318
+8,104
+366% +$1.38M ﹤0.01% 216
2024
Q2 		$369K Buy
2,214
+835
+61% +$137K ﹤0.01% 243
2024
Q1 		$224K Buy
+1,379
New +$216K ﹤0.01% 239
2015
Q4 		– Sell
-3,405
Closed -$245K – 108
2015
Q3 		$245K Sell
3,405
-1,140
-25% -$85.5K 0.01% 103
2015
Q2 		$356K Sell
4,545
-35
-0.8% -$2.82K 0.01% 107
2015
Q1 		$375K Sell
4,580
-320
-7% -$27.5K 0.01% 131
2014
Q4 		$446K Sell
4,900
-70
-1% -$6.16K 0.01% 102
2014
Q3 		$416K Sell
4,970
-135
-3% -$11.1K 0.01% 102
2014
Q2 		$401K Buy
5,105
+55
+1% +$4.43K 0.01% 129
2014
Q1 		$407K Buy
5,050
+104
+2% +$8.2K 0.01% 122
2013
Q4 		$403K Buy
4,946
+1
+0% +$81 0.01% 116
2013
Q3 		$374K Sell
4,945
-1,775
-26% -$141K 0.02% 109
2013
Q2 		$517K Buy
+6,720
New +$527K 0.03% 114

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

WCM Investment Management's PG Position: Q2 2025 in Review

WCM Investment Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 25,004 shares — an estimated $4.2M sold.

WCM Investment Management first reported a position in PG in Q2 2013 and held it in 15 quarters. The position peaked at $4.29M in Q4 2024. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • WCM Investment Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 25,004 Procter & Gamble shares in Q2 2025, an estimated $4.2M.
  • WCM Investment Management first reported a position in Procter & Gamble in Q2 2013 and held it in 15 quarters.
  • WCM Investment Management's Procter & Gamble position peaked at $4.29M in Q4 2024.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.