The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionKelman-Lazarov, Inc.
Latest Disclosed Ownership5,919 shares
Latest Disclosed Value $ 854,976
Kelman-Lazarov, Inc. reports 4.26% increase in ownership of PG / The Procter & Gamble Company

On April 27, 2026 - Kelman-Lazarov, Inc. filed a 13F-HR form disclosing ownership of 5,919 shares of The Procter & Gamble Company (MX:PG) valued at $854,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 5,677 shares of The Procter & Gamble Company. This represents a change in shares of 4.26% 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)
2026-04-27 2026-03-31 13F PROCTER & GAMBLE COM 742718109 5,919 242 4.26 855 5.04 0.1226
2026-01-26 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 5,677 -154 -2.64 814 -9.16 0.1162
2025-11-12 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 5,831 461 8.58 896 4.68 0.1328
2025-07-29 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 5,370 145 2.78 856 -3.93 0.1386
2025-05-06 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 5,225 -234 -4.29 891 -2.73 0.1617
2025-02-13 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 5,459 820 17.68 915 13.95 0.1647
2024-11-08 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 4,639 0 0.00 803 4.97 0.1382
2024-08-12 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 4,639 -95 -2.01 765 -0.39 0.1427
2024-05-09 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 4,734 -493 -9.43 768 0.39 0.1501
2024-02-01 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 5,227 -46 -0.87 766 -0.52 0.1658
2023-10-30 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 5,273 -139 -2.57 769 -6.33 0.1819
2023-08-04 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 5,412 108 2.04 821 4.19 0.1975
2023-05-04 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 5,304 -246 -4.43 789 -6.30 0.2047
2023-02-06 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 5,550 52 0.95 841 21.18 0.2367
2022-10-24 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 5,498 306 5.89 694 -7.10 0.2362
2022-08-08 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 5,192 -497 -8.74 747 -14.04 0.2524
2022-05-10 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 5,689 0 0.00 869 -6.66 0.2891
2022-02-09 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 5,689 173 3.14 931 20.75 0.2996
2021-11-04 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 5,516 -188 -3.30 771 0.13 0.2700
2021-08-10 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 5,704 -956 -14.35 770 -14.63 0.2687
2021-05-07 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 6,660 0 0.00 902 -2.70 0.3215
2021-02-08 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 6,660 37 0.56 927 0.65 0.3557
2020-11-12 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 6,623 1,159 21.21 921 41.04 0.4185
2020-07-29 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 5,464 -325 -5.61 653 2.51 0.3026
2020-04-27 2020-03-31 13F PROCTER & GAMBLE COM 742718109 5,789 -10,291 -64.00 637 -68.28 0.3413
2020-01-29 2019-12-31 13F PROCTER & GAMBLE COM 742718109 16,080 -313 -1.91 2,008 -1.52 0.9032
2019-10-15 2019-09-30 13F PROCTER & GAMBLE COM 742718109 16,393 -107 -0.65 2,039 12.71 1.0048
2019-07-22 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 16,500 -3,026 -15.50 1,809 -10.97 0.9272
2019-05-08 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 19,526 -2,918 -13.00 2,032 -1.50 1.0715
2019-02-11 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 22,444 -6,039 -21.20 2,063 -12.99 1.2836
2018-11-14 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 28,483 -2,982 -9.48 2,371 -3.46 1.3876
2018-08-03 2018-06-30 13F Procter & Gamble COM 742718109 31,465 -2,414 -7.13 2,456 -8.56 1.3184
2018-05-08 2018-03-31 13F Procter & Gamble COM 742718109 33,879 -9,548 -21.99 2,686 -32.68 1.4440
2018-06-25 2017-12-31 13F/A-1 Procter & Gamble COM 742718109 43,427 9,062 26.37 3,990 27.60 2.0374
2018-01-23 2017-12-31 13F Procter & Gamble COM 742718109 43,427 9,062 3,990 1.9107
2017-10-05 2017-09-30 13F Procter & Gamble COM 742718109 34,365 -1,234 -3.47 3,127 0.81 1.6506
2017-07-24 2017-06-30 13F Procter & Gamble COM 742718109 35,599 126 0.36 3,102 -2.67 1.7011
2017-04-25 2017-03-31 13F Procter & Gamble COM 742718109 35,473 -789 -2.18 3,187 4.56 2.0524
2017-01-17 2016-12-31 13F Procter & Gamble PG 742718109 36,262 -14,277 -28.25 3,049 -31.78 1.7199
2016-10-11 2016-09-30 13F Procter & Gamble Equities 742718109 50,539 -751 -1.46 4,469 2.76 2.5333
2016-07-14 2016-06-30 13F Procter & Gamble Equities 742718109 51,290 -684 -1.32 4,348 0.16 2.4839
2016-04-19 2016-03-31 13F Procter & Gamble COM 742718109 51,974 51,974 4,341 2.5402
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.