ZEGA Investments’s Procter & Gamble PG Stock Holding History

ZEGA Investments’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 Q2	$787K	Sell	5,365 -9	-0.2%	-$1.31K	0.08%	150
2026 Q1	$776K	Buy	5,374 +6	+0.1%	+$910	0.09%	133
2025 Q4	$769K	Sell	5,368 -30	-0.6%	-$4.42K	0.09%	113
2025 Q3	$829K	Buy	5,398 +982	+22%	+$153K	0.11%	100
2025 Q2	$704K	Sell	4,416 -77	-2%	-$12.6K	0.1%	89
2025 Q1	$766K	Sell	4,493 -195	-4%	-$32.7K	0.12%	84
2024 Q4	$769K	Buy	+4,688	New	+$798K	0.19%	65

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ZEGA Investments's PG Position: Q2 2026 in Review

ZEGA Investments reduced its Procter & Gamble (PG) stake by 0.17% in Q2 2026, selling an estimated $1.31K and leaving 5,365 shares worth $787K. The position accounts for 0.08% of the portfolio, ranked #150.

ZEGA Investments first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $829K in Q3 2025. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

ZEGA Investments held 5,365 shares of Procter & Gamble worth $787K as of Q2 2026.
ZEGA Investments sold 9 Procter & Gamble shares in Q2 2026, an estimated $1.31K.
Procter & Gamble made up 0.08% of ZEGA Investments's portfolio in Q2 2026, its #150 holding.
ZEGA Investments first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
ZEGA Investments's Procter & Gamble position peaked at $829K in Q3 2025.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.