The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionGradient Investments LLC
Latest Disclosed Ownership250,266 shares
Latest Disclosed Value $ 36,148,476
Gradient Investments LLC reports 1.12% decrease in ownership of PG / The Procter & Gamble Company

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 250,266 shares of The Procter & Gamble Company (MX:PG) valued at $36,148,476 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 253,089 shares of The Procter & Gamble Company. This represents a change in shares of -1.12% 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)
2026-04-13 2026-03-31 13F PROCTER & GAMBLE COM 742718109 250,266 -2,823 -1.12 36,148 -0.34 0.5600
2026-01-08 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 253,089 28,777 12.83 36,270 5.24 0.5757
2025-10-06 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 224,312 8,524 3.95 34,465 0.25 0.5754
2025-07-08 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 215,788 -37,538 -14.82 34,379 -20.37 0.6285
2025-04-09 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 253,326 18,535 7.89 43,172 9.68 0.8708
2025-01-21 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 234,791 16,921 7.77 39,363 4.31 0.7971
2024-10-15 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 217,870 -9,004 -3.97 37,735 0.85 0.7863
2024-07-18 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 226,874 15,852 7.51 37,416 9.28 0.8402
2024-04-23 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 211,022 97,824 86.42 34,238 106.40 0.7940
2024-01-18 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 113,198 8,668 8.29 16,588 8.80 0.4011
2023-10-27 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 104,530 6,078 6.17 15,247 2.06 0.4024
2023-07-11 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 98,452 514 0.52 14,939 2.59 0.3847
2023-04-17 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 97,938 23,960 32.39 14,562 29.88 0.3970
2023-01-10 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 73,978 -6,056 -7.57 11,212 10.97 0.3534
2022-10-14 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 80,034 5,982 8.08 10,104 -5.11 0.3091
2022-07-11 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 74,052 -108,541 -59.44 10,648 -61.84 0.3109
2022-05-26 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 182,593 -30,713 -14.40 27,900 -20.04 0.7167
2022-01-12 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 213,306 20,376 10.56 34,893 29.37 0.8846
2021-10-18 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 192,930 16,107 9.11 26,972 13.05 0.7557
2021-07-12 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 176,823 5,725 3.35 23,859 2.96 0.6981
2021-04-21 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 171,098 140,984 468.17 23,172 453.56 0.7534
2021-01-08 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 30,114 -127 -0.42 4,186 -0.40 0.1777
2020-10-06 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 30,241 3,674 13.83 4,203 32.29 0.1765
2020-07-10 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 26,567 3,514 15.24 3,177 25.28 0.1449
2020-04-07 2020-03-31 13F PROCTER & GAMBLE COM 742718109 23,053 2,456 11.92 2,536 -1.44 0.1366
2020-01-15 2019-12-31 13F PROCTER & GAMBLE COM 742718109 20,597 -10,116 -32.94 2,573 -32.64 0.1146
2019-10-10 2019-09-30 13F PROCTER & GAMBLE COM 742718109 30,713 5,121 20.01 3,820 36.14 0.1871
2019-07-16 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 25,592 11,640 83.43 2,806 93.25 0.1440
2019-04-11 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 13,952 1,838 15.17 1,452 30.34 0.0939
2019-01-18 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 12,114 138 1.15 1,114 11.74 0.0668
2018-10-11 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 11,976 6,755 129.38 997 144.36 0.0511
2018-08-09 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 5,221 902 20.88 408 19.30 0.0218
2018-04-10 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 4,319 -5 -0.12 342 -13.85 0.0185
2018-02-07 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 4,324 909 26.62 397 27.65 0.0229
2017-10-16 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 3,415 483 16.47 311 21.48 0.0199
2017-07-19 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 2,932 -66,609 -95.78 256 -95.90 0.0180
2017-04-11 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 69,541 9,966 16.73 6,248 24.74 0.4780
2017-01-17 2016-12-31 13F PROCTER AND GAMBLE COM 742718109 59,575 56,613 1,911.31 5,009 1,783.08 0.4389
2016-10-11 2016-09-30 13F PROCTER AND GAMBLE COM 742718109 2,962 756 34.27 266 42.25 0.0261
2016-07-14 2016-06-30 13F PROCTER & GAMBLE COM 742718109 2,206 -277 -11.16 187 -8.33 0.0202
2016-04-13 2016-03-31 13F PROCTER & GAMBLE COM 742718109 2,483 270 12.20 204 15.91 0.0252
2016-01-19 2015-12-31 13F PROCTER & GAMBLE COM 742718109 2,213 -725 -24.68 176 -16.59 0.0235
2015-10-14 2015-09-30 13F PROCTER & GAMBLE COM 742718109 2,938 400 15.76 211 6.03 0.0299
2015-08-25 2015-06-30 13F PROCTER & GAMBLE COM 742718109 2,538 -40,383 -94.09 199 -94.34 0.0273
2015-04-10 2015-03-31 13F PROCTER & GAMBLE COM 742718109 42,921 3,956 10.15 3,517 -0.90 0.5256
2015-01-15 2014-12-31 13F PROCTER & GAMBLE COM 742718109 38,965 4,520 13.12 3,549 23.06 0.5844
2014-10-14 2014-09-30 13F PROCTER & GAMBLE COM 742718109 34,445 4,061 13.37 2,884 20.77 0.5214
2014-07-11 2014-06-30 13F PROCTER & GAMBLE COM 742718109 30,384 4,435 17.09 2,388 14.15 1.1501
2014-04-11 2014-03-31 13F PROCTER & GAMBLE COM 742718109 25,949 23,676 1,041.62 2,092 1,030.81 0.4842
2014-01-13 2013-12-31 13F PROCTER & GAMBLE COM 742718109 2,273 1,123 97.65 185 112.64 0.0492
2013-10-15 2013-09-30 13F PROCTER & GAMBLE COM 742718109 1,150 155 15.58 87 12.99 0.0274
2013-07-19 2013-06-30 13F PROCTER & GAMBLE COM 742718109 995 995 77 0.0289
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.