Concord Investment Counsel Inc. PG — PROCTER & GAMBLE CO

Ownership history in Concord Investment Counsel Inc.  ·  4 quarters on record

AI Ownership Summary

Concord Investment Counsel Inc. reported PROCTER & GAMBLE CO (PG) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows PG at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concord Investment Counsel Inc.'s position in PROCTER & GAMBLE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PG was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PG stock page Concord Investment Counsel Inc. fund profile Concord Investment Counsel Inc. full holdings
How Concord Investment Counsel Inc. held PG — position size vs. price
% of Fund (quarterly)    PG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5.7% +3.5% ❌ 960 -58 -5.7% 0.05% $139K 2026-05-13 $141.19
2025 Q4 REDUCED 35.3% +1.5% ❌ 1,018 -555 -35.3% 0.05% $146K 2026-02-10 $156.72
2025 Q3 ADDED — — — 1,573 +317 +25.2% 0.08% $242K 2025-11-14 $144.45
2024 Q1 INITIATED — — — 1,256 — — 0.07% $204K 2024-05-06 $154.87

🏢 Other funds also holding PG

As of 2026 Q2 — sorted by position size

Altium Investment Strategies LLC 21.32% Formidable Asset Management, LLC 3Y 7Y 5.8% Wealth Dimensions Group, Ltd. 3Y 5.36% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 4.97% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 4.69% Slocum, Gordon & Co LLP 4.66% Kellett Wealth Advisors, LLC 3Y 4.37% Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4.12% Hamlin Capital Management, LLC 3Y 7Y 3.49% Quintet Private Bank (Europe) S.A. 3Y 3.35%

FAQ About Concord Investment Counsel Inc. and PG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concord Investment Counsel Inc. reported owning PG?

Concord Investment Counsel Inc. reported PG across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PG position in Concord Investment Counsel Inc.'s portfolio?

The largest reported portfolio weight for PG was 0.08% in 2025 Q3.

What is the latest reported PG position on this page?

The most recent filing on this page is 2026 Q1, when Concord Investment Counsel Inc. reported 960 shares, equal to 0.05% of portfolio, with an estimated market value of $139K.

What does the chart on this PG ownership page compare?

The chart compares Concord Investment Counsel Inc.'s quarterly PG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Concord Investment Counsel Inc. time their PG position?

Based on 13F filing dates vs. subsequent PG price moves, Concord Investment Counsel Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PG relative to SPY over the holding period was +1574528.1%.

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