The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership33,236 shares
Latest Disclosed Value $ 4,800,574
BKD Wealth Advisors, LLC reports 0.15% increase in ownership of PG / The Procter & Gamble Company

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 33,236 shares of The Procter & Gamble Company (MX:PG) valued at $4,800,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 33,186 shares of The Procter & Gamble Company. This represents a change in shares of 0.15% 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)
2026-05-01 2026-03-31 13F PROCTER & GAMBLE COM 742718109 33,236 50 0.15 4,801 0.95 0.0911
2026-02-10 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 33,186 -9,881 -22.94 4,756 -28.14 0.0898
2025-10-30 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 43,067 -3,191 -6.90 6,617 -10.20 0.1314
2025-07-29 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 46,258 1,480 3.31 7,370 -3.43 0.1590
2025-05-13 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 44,778 1,485 3.43 7,631 5.14 0.1830
2025-02-04 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 43,293 -493 -1.13 7,258 -4.29 0.1673
2024-11-14 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 43,786 2,025 4.85 7,584 10.11 0.1743
2024-08-09 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 41,761 1,950 4.90 6,887 6.63 0.1719
2024-04-19 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 39,811 -29,513 -42.57 6,459 -36.41 0.1641
2024-01-11 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 69,324 -2,519 -3.51 10,159 -3.06 0.2828
2023-10-26 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 71,843 1,371 1.95 10,479 -2.00 0.3162
2023-08-08 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 70,472 4,435 6.72 10,693 8.90 0.3133
2023-04-27 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 66,037 -601 -0.90 9,819 -2.77 0.3215
2023-02-03 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 66,638 -737 -1.09 10,100 18.73 0.3530
2022-10-14 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 67,375 -1,382 -2.01 8,506 -13.97 0.3433
2022-07-22 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 68,757 37,458 119.68 9,887 106.75 0.4000
2022-05-10 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 31,299 -1,359 -4.16 4,782 -10.48 0.2026
2022-01-14 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 32,658 -538 -1.62 5,342 15.10 0.2247
2021-10-14 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 33,196 2,081 6.69 4,641 10.55 0.2132
2021-07-14 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 31,115 -3,804 -10.89 4,198 -11.23 0.1953
2021-04-23 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 34,919 -6,041 -14.75 4,729 -17.02 0.2349
2021-01-22 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 40,960 130 0.32 5,699 0.42 0.2855
2020-11-05 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 40,830 -343 -0.83 5,675 15.28 0.3305
2020-07-15 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 41,173 -3,719 -8.28 4,923 -0.30 0.3189
2020-04-10 2020-03-31 13F PROCTER & GAMBLE COM 742718109 44,892 -996 -2.17 4,938 -13.84 0.4049
2020-01-13 2019-12-31 13F PROCTER & GAMBLE COM 742718109 45,888 136 0.30 5,731 0.70 0.4128
2019-10-28 2019-09-30 13F PROCTER & GAMBLE COM 742718109 45,752 2,978 6.96 5,691 21.34 0.4553
2019-07-10 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 42,774 -1,066 -2.43 4,690 2.81 0.3801
2019-04-10 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 43,840 389 0.90 4,562 14.22 0.3785
2019-01-28 2018-12-31 13F/A-1 PROCTER AND GAMBLE COM 742718109 43,451 -1,292 -2.89 3,994 7.25 0.4083
2019-01-15 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 43,451 -1,292 3,994 0.3694
2018-10-09 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 44,743 1,086 2.49 3,724 9.27 0.3264
2018-07-13 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 43,657 -4,557 -9.45 3,408 -10.83 0.3311
2018-05-25 2018-03-31 13F/A-1 PROCTER AND GAMBLE COM 742718109 48,214 280 0.58 3,822 -13.22 0.3830
2018-04-20 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 47,150 -784 3,687
2018-01-18 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 47,934 903 1.92 4,404 2.92 0.4405
2017-10-13 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 47,031 -249 -0.53 4,279 3.86 0.4708
2017-07-10 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 47,280 2,330 5.18 4,120 2.01 0.4671
2017-04-13 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 44,950 326 0.73 4,039 7.65 0.4932
2017-01-06 2016-12-31 13F PROCTER AND GAMBLE COM 742718109 44,624 3,005 7.22 3,752 0.46 0.4907
2016-10-18 2016-09-30 13F PROCTER AND GAMBLE COM 742718109 41,619 990 2.44 3,735 8.58 0.5201
2016-07-12 2016-06-30 13F PROCTER & GAMBLE COM 742718109 40,629 -1,104 -2.65 3,440 0.15 0.5112
2016-04-12 2016-03-31 13F PROCTER & GAMBLE COM 742718109 41,733 2,449 6.23 3,435 10.10 0.5481
2016-01-26 2015-12-31 13F PROCTER & GAMBLE COM 742718109 39,284 1,687 4.49 3,120 15.34 0.4692
2015-11-10 2015-09-30 13F/A-1 PROCTER & GAMBLE COM 742718109 37,597 -1,875 -4.75 2,705 -12.40 0.4763
2015-10-13 2015-09-30 13F PROCTER & GAMBLE COM 742718109 37,597 -1,875 2,705 0.4569
2015-07-08 2015-06-30 13F PROCTER & GAMBLE COM 742718109 39,472 -2,403 -5.74 3,088 -10.00 0.4628
2015-04-16 2015-03-31 13F PROCTER & GAMBLE COM 742718109 41,875 959 2.34 3,431 -7.94 0.4968
2015-02-26 2014-12-31 13F/A-1 PROCTER & GAMBLE COM 742718109 40,916 1,726 4.40 3,727 13.56 0.6097
2015-01-15 2014-12-31 13F PROCTER & GAMBLE COM 742718109 42,152 2,962 3,790 0.5856
2015-02-26 2014-09-30 13F/A-1 PROCTER & GAMBLE COM 742718109 39,190 1,196 3.15 3,282 9.91 0.5666
2014-10-10 2014-09-30 13F PROCTER & GAMBLE COM 742718109 41,893 3,899 3,510 0.5722
2015-02-26 2014-06-30 13F/A-1 PROCTER & GAMBLE COM 742718109 37,994 -2,364 -5.86 2,986 -8.12 0.5090
2014-07-11 2014-06-30 13F PROCTER & GAMBLE COM 742718109 40,689 331 3,205 0.5103
2014-04-29 2014-03-31 13F PROCTER & GAMBLE COM 742718109 40,358 1,757 4.55 3,250 3.40 0.5745
2014-01-14 2013-12-31 13F/A-1 PROCTER & GAMBLE COM 742718109 38,601 -1,194 -3.00 3,143 4.49 0.5820
2014-01-13 2013-12-31 13F PROCTER & GAMBLE COM 742718109 77,202 6,278
2014-01-16 2013-09-30 13F/A-1 PROCTER & GAMBLE COM 742718109 39,795 -399 -0.99 3,008 -2.81 0.6167
2013-11-14 2013-09-30 13F PROCTER & GAMBLE COM 742718109 79,591 6,017
2013-07-19 2013-06-30 13F PROCTER & GAMBLE COM 742718109 40,194 40,194 3,095 2.4508
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.