ZI
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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 		$719K Buy
4,900
+900
+23% +$131K 0.07% 155
2026
Q1 		$578K Buy
+4,000
New +$606K 0.06% 171

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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. 2,087 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.
  • 2,087 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.