The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership119,821 shares
Latest Disclosed Value $ 17,307,015
Arkadios Wealth Advisors reports 3.05% increase in ownership of PG / The Procter & Gamble Company

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 119,821 shares of The Procter & Gamble Company (MX:PG) valued at $17,307,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 116,273 shares of The Procter & Gamble Company. This represents a change in shares of 3.05% 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)
2026-05-18 2026-03-31 13F PROCTER & GAMBLE CO COM Stock 742718109 119,821 3,548 3.05 17,307 3.86 0.2824
2026-02-13 2025-12-31 13F PROCTER & GAMBLE CO COM Stock 742718109 116,273 30,846 36.11 16,663 26.96 0.3230
2025-10-29 2025-09-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 85,427 14,086 19.74 13,126 15.48 0.3149
2025-08-04 2025-06-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 71,341 13,705 23.78 11,366 15.72 0.3351
2025-05-08 2025-03-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 57,636 11,426 24.73 9,822 26.78 0.3710
2025-01-15 2024-12-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 46,210 330 0.72 7,747 -2.50 0.4225
2024-10-24 2024-09-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 45,880 6,229 15.71 7,946 21.52 0.4501
2024-07-29 2024-06-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 39,651 16,041 67.94 6,539 70.73 0.4410
2024-04-30 2024-03-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 23,610 -114 -0.48 3,831 10.18 0.2969
2024-01-24 2023-12-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 23,724 -441 -1.82 3,477 -1.36 0.2940
2023-10-13 2023-09-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 24,165 9,131 60.74 3,525 54.49 0.3344
2023-07-26 2023-06-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 15,034 892 6.31 2,281 8.52 0.2653
2023-05-02 2023-03-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 14,142 338 2.45 2,103 0.48 0.2504
2023-01-11 2022-12-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 13,804 -435 -3.05 2,092 209,100.00 0.2773
2022-10-21 2022-09-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 14,239 1,072 8.14 2 0.00 0.2725
2022-07-14 2022-06-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 13,167 -163 -1.22 2 -50.00 0.2816
2022-05-02 2022-03-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 13,330 1,031 8.38 2 0.00 0.2668
2022-02-03 2021-12-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 12,299 1,412 12.97 2 100.00 0.2665
2021-10-19 2021-09-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 10,887 -5,064 -31.75 2 -50.00 0.2194
2021-07-28 2021-06-30 13F PROCTER AND GAMBLE CO COM Stock 742718109 15,951 1,724 12.12 2 100.00 0.2622
2021-04-26 2021-03-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 14,227 1,334 10.35 2 0.00 0.3173
2021-02-09 2020-12-31 13F PROCTER AND GAMBLE CO COM Stock 742718109 12,893 6,132 90.70 2 -99.90 0.3764
2020-11-10 2020-09-30 13F PROCTER AND GAMBLE CO COM Common Stock 742718109 6,761 67 1.00 976 16.61 0.4896
2020-08-10 2020-06-30 13F PROCTER AND GAMBLE CO COM Common Stock 742718109 6,694 1,376 25.87 837 43.32 0.4644
2020-05-14 2020-03-31 13F PROCTER & GAMBLE CO COM Common Stock 742718109 5,318 323 6.47 585 -6.41 0.3728
2020-02-14 2019-12-31 13F PROCTER & GAMBLE CO COM Common Stock 742718109 4,995 4,995 624 0.3739
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.