ZIG
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Zuckerman Investment Group’s Procter & Gamble PG Stock Holding History

Zuckerman Investment Group’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 		$7.45M Buy
51,564
+182
+0.4% +$27.6K 0.7% 44
2025
Q4 		$7.36M Buy
+51,382
New +$7.58M 0.66% 44
2024
Q4 		– Sell
-1,242
Closed -$215K – 158
2024
Q3 		$215K Sell
1,242
-228
-16% -$38.7K 0.02% 134
2024
Q2 		$242K Buy
1,470
+14
+1% +$2.29K 0.03% 130
2024
Q1 		$236K Sell
1,456
-472
-24% -$74K 0.03% 127
2023
Q4 		$283K Sell
1,928
-16
-0.8% -$2.37K 0.04% 108
2023
Q3 		$284K Sell
1,944
-260
-12% -$39.7K 0.04% 106
2023
Q2 		$334K Sell
2,204
-3
-0.1% -$452 0.05% 100
2023
Q1 		$328K Sell
2,207
-355
-14% -$50.7K 0.05% 94
2022
Q4 		$388K Sell
2,562
-62
-2% -$8.69K 0.06% 93
2022
Q3 		$331K Sell
2,624
-292
-10% -$41.5K 0.06% 89
2022
Q2 		$419K Buy
2,916
+140
+5% +$21K 0.08% 74
2022
Q1 		$424K Sell
2,776
-370
-12% -$57.9K 0.07% 77
2021
Q4 		$515K Sell
3,146
-199
-6% -$29.5K 0.08% 74
2021
Q3 		$468K Sell
3,345
-35
-1% -$4.96K 0.08% 76
2021
Q2 		$456K Sell
3,380
-50
-1% -$6.76K 0.07% 76
2021
Q1 		$465K Sell
3,430
-55
-2% -$7.18K 0.08% 75
2020
Q4 		$485K Sell
3,485
-100
-3% -$14K 0.09% 64
2020
Q3 		$498K Hold
3,585
– – 0.11% 56
2020
Q2 		$429K Buy
3,585
+80
+2% +$9.33K 0.1% 57
2020
Q1 		$386K Sell
3,505
-765
-18% -$91.8K 0.11% 53
2019
Q4 		$533K Hold
4,270
– – 0.11% 49
2019
Q3 		$531K Hold
4,270
– – 0.13% 47
2019
Q2 		$468K Sell
4,270
-1,000
-19% -$107K 0.1% 48
2019
Q1 		$548K Hold
5,270
– – 0.13% 45
2018
Q4 		$484K Sell
5,270
-550
-9% -$49.2K 0.13% 43
2018
Q3 		$484K Sell
5,820
-40
-0.7% -$3.27K 0.11% 46
2018
Q2 		$457K Sell
5,860
-1,105
-16% -$83.2K 0.11% 44
2018
Q1 		$552K Sell
6,965
-360
-5% -$30K 0.14% 42
2017
Q4 		$673K Sell
7,325
-555
-7% -$49.9K 0.17% 40
2017
Q3 		$717K Sell
7,880
-750
-9% -$68.3K 0.18% 35
2017
Q2 		$752K Hold
8,630
– – 0.2% 35
2017
Q1 		$775K Sell
8,630
-1,440
-14% -$128K 0.19% 38
2016
Q4 		$847K Sell
10,070
-280
-3% -$23.9K 0.21% 37
2016
Q3 		$929K Sell
10,350
-24
-0.2% -$2.08K 0.25% 28
2016
Q2 		$878K Buy
10,374
+24
+0.2% +$1.97K 0.23% 31
2016
Q1 		$852K Hold
10,350
– – 0.23% 29
2015
Q4 		$822K Sell
10,350
-1,900
-16% -$145K 0.19% 34
2015
Q3 		$881K Sell
12,250
-2,250
-16% -$169K 0.21% 33
2015
Q2 		$1.13M Buy
14,500
+11,000
+314% +$885K 0.25% 27
2015
Q1 		$287K Sell
3,500
-3,000
-46% -$258K 0.06% 46
2014
Q4 		$592K Hold
6,500
– – 0.13% 41
2014
Q3 		$544K Sell
6,500
-60
-0.9% -$4.92K 0.11% 46
2014
Q2 		$516K Buy
6,560
+60
+0.9% +$4.84K 0.11% 37
2014
Q1 		$524K Sell
6,500
-656
-9% -$51.7K 0.12% 34
2013
Q4 		$583K Buy
7,156
+591
+9% +$48.1K 0.14% 35
2013
Q3 		$496K Hold
6,565
– – 0.12% 36
2013
Q2 		$505K Buy
+6,565
New +$515K 0.13% 35

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

Zuckerman Investment Group's PG Position: Q1 2026 in Review

Zuckerman Investment Group increased its Procter & Gamble (PG) stake by 0.35% in Q1 2026, buying an estimated $27.6K and bringing the position to 51,564 shares worth $7.45M. The position accounts for 0.7% of the portfolio, ranked #44.

Zuckerman Investment Group first reported a position in PG in Q2 2013 and has held it in 48 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Zuckerman Investment Group held 51,564 shares of Procter & Gamble worth $7.45M as of Q1 2026.
  • Zuckerman Investment Group bought 182 Procter & Gamble shares in Q1 2026, an estimated $27.6K.
  • Procter & Gamble made up 0.7% of Zuckerman Investment Group's portfolio in Q1 2026, its #44 holding.
  • Zuckerman Investment Group first reported a position in Procter & Gamble in Q2 2013 and has held it in 48 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.