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Westerkirk Capital’s Procter & Gamble PG Stock Holding History

Westerkirk 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 		$4.16M Sell
28,800
-800
-3% -$121K 0.45% 50
2025
Q4 		$4.24M Buy
29,600
+5,400
+22% +$796K 0.41% 49
2025
Q3 		$3.72M Sell
24,200
-5,900
-20% -$921K 0.42% 48
2025
Q2 		$4.8M Buy
+30,100
New +$4.91M 0.59% 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

Westerkirk Capital's PG Position: Q1 2026 in Review

Westerkirk Capital reduced its Procter & Gamble (PG) stake by 2.7% in Q1 2026, selling an estimated $121K and leaving 28,800 shares worth $4.16M. The position accounts for 0.45% of the portfolio, ranked #50.

Westerkirk Capital first reported a position in PG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.8M in Q2 2025. 3,991 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Westerkirk Capital held 28,800 shares of Procter & Gamble worth $4.16M as of Q1 2026.
  • Westerkirk Capital sold 800 Procter & Gamble shares in Q1 2026, an estimated $121K.
  • Procter & Gamble made up 0.45% of Westerkirk Capital's portfolio in Q1 2026, its #50 holding.
  • Westerkirk Capital first reported a position in Procter & Gamble in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Procter & Gamble position peaked at $4.8M in Q2 2025.
  • 3,991 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.