
What smart money is saying about Gillette
1 fund in our archive has pitched Gillette — most recently St. James Investment Company Value Investor’s in September 2026.
The Procter & Gamble Company, commonly referred to as P&G, is a global enterprise that supplies a broad spectrum of branded consumer products to markets worldwide. The company's operations are divided into five main business divisions: Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine & Family Care. The Beauty segment offers an assortment of hair care products, including conditioners, shampoos, styling aids, and treatments, under popular names like Head & Shoulders, Herbal Essences, Pantene, and Rejoice. It also features antiperspirants, deodorants, personal cleansing solutions, and skin care items from brands such as Olay, Old Spice, Safeguard, Secret, and SK-II. Within the Grooming division, P&G provides a range of shave care products and grooming appliances, prominently featuring brands like Braun, Gillette, and Venus. The Health Care unit encompasses oral hygiene essentials, including toothbrushes, toothpastes, and other dental care products sold under the Crest and Oral-B brand names. This segment further extends to gastrointestinal remedies, rapid diagnostics, respiratory care, vitamins/minerals/supplements, pain relief, and various other personal health care items from brands such as Metamucil, Neurobion, Pepto-Bismol, and Vicks. In the Fabric & Home Care category, consumers find fabric enhancers, laundry additives, and laundry detergents through labels like Ariel, Downy, Gain, and Tide. Additionally, this division offers air care products, dishwashing solutions, professional cleaning supplies (P&G Professional), and surface cleaners, exemplified by brands such as Cascade, Dawn, Fairy, Febreze, Mr. Clean, and Swiffer. Finally, the Baby, Feminine & Family Care segment provides infant care products, including baby wipes, taped diapers, and pants, under the Luvs and Pampers brands. It also supplies adult incontinence and feminine hygiene products from Always, Always Discreet, and Tampax, along with paper towels, tissues, and toilet paper marketed as Bounty, Charmin, and Puffs. P&G distributes its extensive product portfolio through a vast commercial network, including large retail chains, e-commerce platforms, grocery stores, membership clubs, pharmacies, department stores, various distributors, wholesalers, specialty beauty retailers, high-frequency stores, electronics outlets, and professional channels, as well as direct-to-consumer sales. The Procter & Gamble Company was established in 1837 and its corporate headquarters are located in Cincinnati, Ohio.
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Fund signal · last 12 months
4 lettersToo few moves on Gillette yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2025 and Q3 2026, 7 fund letters reported a position in Gillette, with 2 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 0 | 0 | 0 | 1 |
| Q2 2026 | 3 | 1 | 1 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 1 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 4 moves
- June 2026
“We used the proceeds from these sales and scale backs to build positions in Automatic Data Processing, Comcast Corp, Constellation Brands, Home Depot, Medtronic, NextEra Energy (repurchased later in the quarter at lower levels), PepsiCo, Inc, Procter & Gamble Co., and Tyson Foods.”
Gillette “The third Quality Growth Portfolio pillar provides balance through the ownership of enduring franchises, such as Procter & Gamble (PG), McDonald's (MCD), and Waste Management (WM).”
Gillette- TrimmedRIT Capital PartnersJune 2026
“Within our quality theme, we took profits from Texas Instruments and reduced our holding in Procter & Gamble.”
Gillette - March 2026
“We also added holdings in consumer goods company Procter & Gamble and Citizens Financial Group, a regional bank.”
Gillette - HoldsAMG Yackman FundSeptember 2025
Listed in AMG Yackman Fund’s reported holdings.
Gillette - June 2025
“The Procter & Gamble Co. was sold at reasonable gains.”
Gillette - March 2025
“All three consumer staple companies Costco, L’Oréal and Procter & Gamble delivered positive returns in the low single digits, driven by their defensive characteristics in times of increased economic and political uncertainty.”
Gillette
Fund coverage · 1 thesis
- St. James Investment Company Value Investor’sSeptember 2026
Gillette dominates the blade market and benefits from brand, product, and distribution advantages that form a moat.
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