Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co in every 13F filed by Crestwood Advisors Group LLC, 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): 156,193
Value: $22.9M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PG by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	156,193	$22.9M	0.3%	−5,022−3.1%	Reduced	Holders
Q1 2026	161,215	$23.3M	0.4%	+2,103+1.3%	Added	Holders
Q4 2025	159,112	$22.8M	0.4%	−5,165−3.1%	Reduced	Holders
Q3 2025	164,277	$25.2M	0.4%	+7,762+5.0%	Added	Holders
Q2 2025	156,515	$24.9M	0.4%	−1,282−0.8%	Reduced	Holders
Q1 2025	157,797	$26.9M	0.5%	−2,253−1.4%	Reduced	Holders
Q4 2024	160,050	$26.8M	0.5%	+7,303+4.8%	Added	Holders
Q3 2024	152,747	$26.5M	0.5%	−3,307−2.1%	Reduced	Holders
Q2 2024	156,054	$25.7M	0.5%	−484−0.3%	Reduced	Holders
Q1 2024	156,538	$25.4M	0.6%	−17,763−10.2%	Reduced	Holders
Q4 2023	174,301	$25.5M	0.6%	+25,457+17.1%	Added	Holders
Q3 2023	148,844	$21.7M	0.6%	+27,091+22.3%	Added	Holders
Q2 2023	121,753	$18.5M	0.6%	−42,294−25.8%	Reduced	Holders
Q1 2023	164,047	$24.4M	0.8%	−11,765−6.7%	Reduced	Holders
Q4 2022	175,812	$26.6M	0.9%	+13,799+8.5%	Added	Holders
Q3 2022	162,013	$20.5M	0.7%	+1,502+0.9%	Added	Holders
Q2 2022	160,511	$23.1M	0.8%	−412−0.3%	Reduced	Holders
Q1 2022	160,923	$24.6M	0.7%	−2,451−1.5%	Reduced	Holders
Q4 2021	163,374	$26.7M	0.7%	−2,361−1.4%	Reduced	Holders
Q3 2021	165,735	$23.2M	0.7%	−408−0.2%	Reduced	Holders
Q2 2021	166,143	$22.4M	0.6%	−796−0.5%	Reduced	Holders
Q1 2021	166,939	$22.6M	0.7%	–	–	Holders

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