Zevin Asset Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$953K Hold
6,596
0.13% 57
2025
Q4
$945K Sell
6,596
-252
-4% -$37.2K 0.13% 56
2025
Q3
$1.05M Buy
6,848
+299
+5% +$46.7K 0.15% 50
2025
Q2
$1.04M Sell
6,549
-750
-10% -$122K 0.15% 49
2025
Q1
$1.24M Sell
7,299
-64
-0.9% -$10.7K 0.2% 45
2024
Q4
$1.23M Buy
7,363
+666
+10% +$113K 0.18% 44
2024
Q3
$1.16M Sell
6,697
-60
-0.9% -$10.2K 0.18% 46
2024
Q2
$1.11M Buy
6,757
+100
+2% +$16.3K 0.18% 46
2024
Q1
$1.08M Sell
6,657
-170
-2% -$26.7K 0.18% 50
2023
Q4
$1M Buy
6,827
+126
+2% +$18.7K 0.18% 51
2023
Q3
$977K Hold
6,701
0.2% 50
2023
Q2
$1.02M Sell
6,701
-150
-2% -$22.6K 0.2% 48
2023
Q1
$1.02M Sell
6,851
-860
-11% -$123K 0.21% 47
2022
Q4
$1.17M Sell
7,711
-552
-7% -$77.4K 0.25% 45
2022
Q3
$1.04M Sell
8,263
-936
-10% -$133K 0.25% 47
2022
Q2
$1.32M Buy
9,199
+2,494
+37% +$375K 0.3% 46
2022
Q1
$1.02M Sell
6,705
-336
-5% -$52.6K 0.2% 49
2021
Q4
$1.15M Sell
7,041
-780
-10% -$116K 0.21% 49
2021
Q3
$1.09M Sell
7,821
-595
-7% -$84.3K 0.21% 49
2021
Q2
$1.14M Sell
8,416
-41
-0.5% -$5.55K 0.23% 48
2021
Q1
$1.15M Sell
8,457
-80
-0.9% -$10.4K 0.25% 47
2020
Q4
$1.19M Buy
8,537
+80
+0.9% +$11.2K 0.28% 45
2020
Q3
$1.18M Hold
8,457
0.32% 45
2020
Q2
$1.01M Hold
8,457
0.31% 44
2020
Q1
$930K Buy
8,457
+500
+6% +$60K 0.35% 44
2019
Q4
$994K Sell
7,957
-181
-2% -$22.1K 0.3% 47
2019
Q3
$1.01M Hold
8,138
0.33% 49
2019
Q2
$892K Sell
8,138
-243
-3% -$25.9K 0.29% 52
2019
Q1
$872K Hold
8,381
0.28% 52
2018
Q4
$770K Sell
8,381
-140
-2% -$12.5K 0.28% 55
2018
Q3
$709K Buy
8,521
+140
+2% +$11.4K 0.21% 65
2018
Q2
$654K Sell
8,381
-8,674
-51% -$653K 0.2% 67
2018
Q1
$1.35M Sell
17,055
-2,970
-15% -$248K 0.35% 55
2017
Q4
$1.84M Sell
20,025
-100
-0.5% -$8.99K 0.42% 55
2017
Q3
$1.83M Sell
20,125
-41
-0.2% -$3.73K 0.43% 53
2017
Q2
$1.76M Sell
20,166
-216
-1% -$19K 0.44% 50
2017
Q1
$1.83M Buy
20,382
+218
+1% +$19.3K 0.46% 48
2016
Q4
$1.7M Buy
20,164
+5,349
+36% +$456K 0.44% 50
2016
Q3
$1.33M Sell
14,815
-7,886
-35% -$685K 0.43% 48
2016
Q2
$1.92M Hold
22,701
0.53% 46
2016
Q1
$1.87M Buy
22,701
+55
+0.2% +$4.43K 0.53% 46
2015
Q4
$1.8M Hold
22,646
0.47% 55
2015
Q3
$1.63M Hold
22,646
0.48% 56
2015
Q2
$1.77M Sell
22,646
-74
-0.3% -$5.95K 0.47% 61
2015
Q1
$1.86M Sell
22,720
-76
-0.3% -$6.53K 0.51% 60
2014
Q4
$2.08M Buy
22,796
+150
+0.7% +$13.2K 0.58% 59
2014
Q3
$1.9M Buy
22,646
+200
+0.9% +$16.4K 0.56% 58
2014
Q2
$1.76M Buy
22,446
+3,774
+20% +$304K 0.52% 60
2014
Q1
$1.5M Sell
18,672
-887
-5% -$69.9K 0.47% 56
2013
Q4
$1.59M Sell
19,559
-75
-0.4% -$6.11K 0.45% 58
2013
Q3
$1.48M Hold
19,634
0.45% 56
2013
Q2
$1.51M Buy
+19,634
New +$1.54M 0.52% 53

Other funds holding PG

Zevin Asset Management's PG Position: Q1 2026 in Review

Zevin Asset Management held its Procter & Gamble (PG) position steady in Q1 2026 at 6,596 shares worth $953K. The position accounts for 0.13% of the portfolio, ranked #57.

Zevin Asset Management first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.08M in Q4 2014. 3,985 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Zevin Asset Management held 6,596 shares of Procter & Gamble worth $953K as of Q1 2026.
  • Zevin Asset Management left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.13% of Zevin Asset Management's portfolio in Q1 2026, its #57 holding.
  • Zevin Asset Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Zevin Asset Management's Procter & Gamble position peaked at $2.08M in Q4 2014.
  • 3,985 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.