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

Zullo 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
Q2 		$2.12M Sell
14,473
-1,822
-11% -$265K 0.72% 36
2026
Q1 		$2.35M Buy
16,295
+1,325
+9% +$201K 0.89% 24
2025
Q4 		$2.15M Sell
14,970
-97
-0.6% -$14.3K 0.78% 29
2025
Q3 		$2.32M Buy
15,067
+34
+0.2% +$5.31K 0.86% 28
2025
Q2 		$2.4M Buy
15,033
+85
+0.6% +$13.9K 0.97% 21
2025
Q1 		$2.55M Sell
14,948
-312
-2% -$52.3K 1.09% 22
2024
Q4 		$2.56M Sell
15,260
-15
-0.1% -$2.56K 1.03% 18
2024
Q3 		$2.65M Buy
15,275
+42
+0.3% +$7.13K 1.1% 20
2024
Q2 		$2.51M Buy
15,233
+17
+0.1% +$2.78K 1.1% 17
2024
Q1 		$2.47M Buy
15,216
+95
+0.6% +$14.9K 1.16% 18
2023
Q4 		$2.22M Buy
15,121
+38
+0.3% +$5.63K 1.14% 19
2023
Q3 		$2.2M Buy
15,083
+352
+2% +$53.8K 1.29% 18
2023
Q2 		$2.24M Sell
14,731
-114
-0.8% -$17.2K 1.28% 17
2023
Q1 		$2.21M Buy
14,845
+105
+0.7% +$15K 1.37% 14
2022
Q4 		$2.23M Buy
14,740
+57
+0.4% +$7.99K 1.37% 13
2022
Q3 		$1.85M Buy
14,683
+269
+2% +$38.2K 1.2% 16
2022
Q2 		$2.07M Sell
14,414
-68
-0.5% -$10.2K 1.3% 11
2022
Q1 		$2.21M Buy
14,482
+511
+4% +$79.9K 1.15% 16
2021
Q4 		$2.29M Buy
+13,971
New +$2.07M 1.18% 15

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Zullo Investment Group's PG Position: Q2 2026 in Review

Zullo Investment Group reduced its Procter & Gamble (PG) stake by 11% in Q2 2026, selling an estimated $265K and leaving 14,473 shares worth $2.12M. The position accounts for 0.72% of the portfolio, ranked #36.

Zullo Investment Group first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q3 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Zullo Investment Group held 14,473 shares of Procter & Gamble worth $2.12M as of Q2 2026.
  • Zullo Investment Group sold 1,822 Procter & Gamble shares in Q2 2026, an estimated $265K.
  • Procter & Gamble made up 0.72% of Zullo Investment Group's portfolio in Q2 2026, its #36 holding.
  • Zullo Investment Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Procter & Gamble position peaked at $2.65M in Q3 2024.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.