Moneta Group Increases Stake in Procter & Gamble

Investment firm adds over 14,000 shares of consumer goods giant in Q3

Mar. 17, 2026 at 10:53am

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Moneta Group Investment Advisors LLC raised its stake in Procter & Gamble Company (The) (NYSE:PG) by 15.0% during the third quarter, according to a recent SEC filing. The firm now owns 110,341 shares of the company's stock worth $16,954,000.

Why it matters

Procter & Gamble is one of the world's largest consumer goods companies, with a portfolio of well-known brands across several core business categories. Institutional investors closely monitor changes in ownership of P&G stock as it can signal broader market sentiment and investment trends.

The details

Moneta Group Investment Advisors added 14,376 shares of Procter & Gamble to its portfolio in Q3, bringing its total holdings to 110,341 shares. The firm cited the company's strong brand portfolio and growth potential as reasons for the increased investment.

  • Moneta Group filed its Q3 holdings report with the SEC on March 17, 2026.

The players

Moneta Group Investment Advisors LLC

An investment management firm that oversees over $20 billion in client assets.

Procter & Gamble Company (The)

A multinational consumer goods company headquartered in Cincinnati, Ohio, known for its portfolio of household and personal care brands.

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The takeaway

Moneta Group's increased stake in Procter & Gamble reflects ongoing investor confidence in the consumer goods giant's ability to navigate market challenges and maintain its leadership position in key product categories.