Destination Wealth Management

SEC CIK: 0001278573
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overview All 13F holders of PG Full Q2 2026 holdings

Shares (Q2 2026): 60,898
Value: $8.93M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PG by Destination Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	60,898	$8.93M	0.2%	+2,836+4.9%	Added	Holders
Q1 2026	58,062	$8.39M	0.2%	+2,155+3.9%	Added	Holders
Q4 2025	55,907	$8.01M	0.2%	+1,385+2.5%	Added	Holders
Q3 2025	54,522	$8.38M	0.2%	+953+1.8%	Added	Holders
Q2 2025	53,569	$8.53M	0.3%	+205+0.4%	Added	Holders
Q1 2025	53,364	$9.09M	0.3%	−2,493−4.5%	Reduced	Holders
Q4 2024	55,857	$9.36M	0.3%	+799+1.5%	Added	Holders
Q3 2024	55,058	$9.54M	0.3%	+392+0.7%	Added	Holders
Q2 2024	54,666	$9.02M	0.3%	−348−0.6%	Reduced	Holders
Q1 2024	55,014	$8.93M	0.3%	+66+0.1%	Added	Holders
Q4 2023	54,948	$8.05M	0.3%	−2,522−4.4%	Reduced	Holders
Q3 2023	57,470	$8.38M	0.3%	−964−1.6%	Reduced	Holders
Q2 2023	58,434	$8.87M	0.3%	−950−1.6%	Reduced	Holders
Q1 2023	59,384	$8.83M	0.3%	+1,215+2.1%	Added	Holders
Q4 2022	58,169	$8.82M	0.4%	−462−0.8%	Reduced	Holders
Q3 2022	58,631	$7.40M	0.3%	+1,784+3.1%	Added	Holders
Q2 2022	56,847	$8.17M	0.3%	+124+0.2%	Added	Holders
Q1 2022	56,723	$8.67M	0.3%	+539+1.0%	Added	Holders
Q4 2021	56,184	$9.19M	0.3%	+1,050+1.9%	Added	Holders
Q3 2021	55,134	$7.71M	0.3%	−501−0.9%	Reduced	Holders
Q2 2021	55,635	$7.51M	0.3%	+2,559+4.8%	Added	Holders
Q1 2021	53,076	$7.19M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.