The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionAprio Wealth Management, LLC
Latest Disclosed Ownership17,829 shares
Latest Disclosed Value $ 2,575,198
Aprio Wealth Management, LLC reports 53.91% increase in ownership of PG / The Procter & Gamble Company

On May 11, 2026 - Aprio Wealth Management, LLC filed a 13F-HR form disclosing ownership of 17,829 shares of The Procter & Gamble Company (MX:PG) valued at $2,575,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 11,584 shares of The Procter & Gamble Company. This represents a change in shares of 53.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F PROCTER & GAMBLE COM 742718109 17,829 6,245 53.91 2,575 -10.84 0.1406
2026-01-29 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 11,584 2,334 25.23 2,888 103.24 0.1658
2025-11-12 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 9,250 245 2.72 1,421 -0.91 0.1413
2025-08-14 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 9,005 -1,667 -15.62 1,435 -21.12 0.1618
2025-05-15 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 10,672 1,163 12.23 1,819 14.05 0.2278
2025-01-13 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 9,509 1,119 13.34 1,594 9.70 0.2326
2024-10-08 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 8,390 -187 -2.18 1,453 2.76 0.2324
2024-07-10 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 8,577 2,550 42.31 1,415 44.73 0.2577
2024-04-10 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 6,027 683 12.78 978 24.78 0.1916
2024-01-17 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 5,344 658 14.04 783 14.64 0.1748
2023-10-10 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 4,686 1,586 51.16 684 45.32 0.1878
2023-07-13 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 3,100 17 0.55 470 2.62 0.1291
2023-04-14 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 3,083 540 21.23 458 18.96 0.1412
2023-01-11 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 2,543 174 7.34 385 28.76 0.1356
2022-10-13 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 2,369 292 14.06 299 0.00 0.1201
2022-07-26 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 2,077 136 7.01 299 0.67 0.1191
2022-04-19 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 1,941 399 25.88 297 17.86 0.1132
2022-01-26 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 1,542 -472 -23.44 252 -10.64 0.1053
2021-10-14 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 2,014 529 35.62 282 41.00 0.1285
2021-07-23 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 1,485 -1,363 -47.86 200 -49.49 0.0946
2021-01-11 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 2,848 -534 -15.79 396 -15.74 0.2615
2020-10-14 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 3,382 11 0.33 470 16.63 0.3334
2020-07-20 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 3,371 0 0.00 403 8.63 0.3891
2020-04-16 2020-03-31 13F PROCTER & GAMBLE COM 742718109 3,371 360 11.96 371 -1.33 0.4703
2020-02-14 2019-12-31 13F PROCTER & GAMBLE COM 742718109 3,011 3,011 376 0.2772
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.