The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionBell & Brown Wealth Advisors, Llc
Latest Disclosed Ownership19,061 shares
Latest Disclosed Value $ 2,753,235
Bell & Brown Wealth Advisors, Llc reports 2.84% increase in ownership of PG / The Procter & Gamble Company

On May 11, 2026 - Bell & Brown Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 19,061 shares of The Procter & Gamble Company (MX:PG) valued at $2,753,235 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 13, 2026 disclosing 18,535 shares of The Procter & Gamble Company. This represents a change in shares of 2.84% 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 19,061 526 2.84 2,753 3.65 0.8931
2026-05-13 2025-12-31 13F/A-1 PROCTER AND GAMBLE COM 742718109 18,535 304 1.67 2,656 -5.18 0.8549
2026-01-30 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 18,535 304 2,656 0.8561
2025-11-07 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 18,231 164 0.91 2,801 -2.68 0.9172
2025-07-29 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 18,067 219 1.23 2,878 -5.36 1.0293
2025-05-07 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 17,848 487 2.81 3,042 4.50 1.1861
2025-05-07 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 17,361 477 2.83 2,911 -0.48 1.0833
2024-11-14 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 16,884 300 1.81 2,925 6.91 1.1431
2024-08-13 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 16,584 597 3.73 2,735 5.48 1.0479
2024-05-13 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 15,987 345 2.21 2,594 13.13 1.1103
2024-02-12 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 15,642 113 0.73 2,292 -2.72 1.0642
2023-08-15 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 15,529 -61 -0.39 2,357 1.64 1.1792
2023-04-14 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 15,590 -5 -0.03 2,318 -1.90 1.2351
2023-02-10 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 15,595 153 0.99 2,364 21.18 1.3003
2022-10-26 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 15,442 -321 -2.04 1,950 -13.95 1.2039
2022-07-22 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 15,763 108 0.69 2,266 -5.27 1.2114
2022-05-02 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 15,655 233 1.51 2,392 -2.84 1.0835
2022-02-10 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 15,422 768 5.24 2,462 20.16 1.1885
2021-11-12 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 14,654 2,835 23.99 2,049 20.67 1.1049
2020-10-23 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 11,819 -304 -2.51 1,698 5.01 1.2277
2020-08-07 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 12,123 -109 -0.89 1,617 14.19 1.2642
2020-05-11 2020-03-31 13F PROCTER & GAMBLE COM 742718109 12,232 -36 -0.29 1,416 -8.11 1.3145
2020-01-17 2019-12-31 13F PROCTER & GAMBLE COM 742718109 12,268 -529 -4.13 1,541 -2.59 1.1486
2019-10-09 2019-09-30 13F PROCTER & GAMBLE COM 742718109 12,797 -15 -0.12 1,582 12.60 1.3006
2019-08-06 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 12,812 -356 -2.70 1,405 2.55 1.2380
2019-05-13 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 13,168 121 0.93 1,370 14.26 1.2486
2019-02-22 2018-12-31 13F/A-1 PROCTER AND GAMBLE COM 742718109 13,047 -333 -2.49 1,199 1.01 1.2827
2019-02-07 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 32,826 19,446 3,017
2018-11-13 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 13,380 1,570 13.29 1,187 28.74 1.1021
2018-07-31 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 11,810 6,937 142.36 922 161.93 0.9103
2018-05-02 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 4,873 102 2.14 352 -19.63 0.3705
2018-02-13 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 4,771 4,771 438 0.4539
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.