The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionKlingman & Associates, LLC
Latest Disclosed Ownership15,551 shares
Latest Disclosed Value $ 2,246,154
Klingman & Associates, LLC reports 0.73% increase in ownership of PG / The Procter & Gamble Company

On May 14, 2026 - Klingman & Associates, LLC filed a 13F-HR form disclosing ownership of 15,551 shares of The Procter & Gamble Company (MX:PG) valued at $2,246,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 15,438 shares of The Procter & Gamble Company. This represents a change in shares of 0.73% 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)
2026-05-14 2026-03-31 13F PROCTER & GAMBLE COM 742718109 15,551 113 0.73 2,246 1.54 0.1075
2026-01-29 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 15,438 -1,199 -7.21 2,212 -13.46 0.1067
2025-10-27 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 16,637 2,836 20.55 2,556 16.29 0.1289
2025-07-30 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 13,801 1,684 13.90 2,199 6.44 0.1212
2025-05-13 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 12,117 1,849 18.01 2,065 19.99 0.1264
2025-01-31 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 10,268 -124 -1.19 1,721 -4.34 0.1058
2024-11-01 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 10,392 1,190 12.93 1,800 18.59 0.1115
2024-07-30 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 9,202 624 7.27 1,518 9.06 0.1025
2024-05-01 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 8,578 -298 -3.36 1,392 7.00 0.0966
2024-01-29 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 8,876 -128 -1.42 1,301 -0.99 0.0955
2023-10-30 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 9,004 -99 -1.09 1,313 -4.92 0.1062
2023-07-31 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 9,103 414 4.76 1,381 6.97 0.1115
2023-05-03 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 8,689 328 3.92 1,292 1.89 0.1113
2023-02-03 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 8,361 -206 -2.40 1,267 17.10 0.1112
2022-10-28 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 8,567 67 0.79 1,082 -11.46 0.1062
2022-07-27 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 8,500 -100 -1.16 1,222 -7.00 0.1194
2022-05-06 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 8,600 2,794 48.12 1,314 38.32 0.1116
2022-01-31 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 5,806 43 0.75 950 17.87 0.0816
2021-11-01 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 5,763 -201 -3.37 806 0.12 0.0753
2021-07-27 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 5,964 -840 -12.35 805 -12.60 0.0772
2021-04-29 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 6,804 992 17.07 921 13.84 0.0952
2021-02-09 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 5,812 647 12.53 809 12.67 0.0934
2020-11-03 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 5,165 1,008 24.25 718 44.47 0.0966
2020-08-04 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 4,157 703 20.35 497 30.79 0.0760
2020-04-29 2020-03-31 13F PROCTER & GAMBLE COM 742718109 3,454 592 20.68 380 6.44 0.0775
2020-01-29 2019-12-31 13F PROCTER GAMBLE COM 742718109 2,862 0 0.00 357 0.28 0.0584
2019-10-22 2019-09-30 13F PROCTER & GAMBLE COM 742718109 2,862 0 0.00 356 13.38 0.0637
2019-09-27 2019-06-30 13F/A-1 PROCTER AND GAMBLE COM 742718109 2,862 0 0.00 314 5.37 0.0583
2019-05-03 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 2,862 -950 -24.92 298 -14.86 0.0581
2019-01-28 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 3,812 1,290 51.15 350 66.67 0.0788
2018-10-26 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 2,522 2,522 210 0.0430
2018-08-01 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 0 -2,596 -100.00 0 -100.00
2018-04-25 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 2,596 155 6.35 206 -8.04 0.0462
2018-02-02 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 2,441 -60 -2.40 224 -1.75 0.0490
2017-10-24 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 2,501 60 2.46 228 7.04 0.0561
2017-07-21 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 2,441 -402 -14.14 213 -16.47 0.0568
2017-05-04 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 2,843 -196 -6.45 255 -0.39 0.0708
2017-01-26 2016-12-31 13F PROCTER AND GAMBLE COM 742718109 3,039 -568 -15.75 256 -20.99 0.0777
2016-10-19 2016-09-30 13F PROCTER AND GAMBLE COM 742718109 3,607 614 20.51 324 28.06 0.0976
2016-08-03 2016-06-30 13F PROCTER & GAMBLE COM 742718109 2,993 -179 -5.64 253 -3.07 0.0818
2016-04-18 2016-03-31 13F PROCTER & GAMBLE COM 742718109 3,172 0 0.00 261 3.57 0.0935
2016-02-09 2015-12-31 13F PROCTER & GAMBLE COM 742718109 3,172 0 0.00 252 10.53 0.0942
2016-02-09 2015-09-30 13F PROCTER & GAMBLE COM 742718109 3,172 -227 -6.68 228 -14.29 0.0894
2016-02-09 2015-06-30 13F PROCTER & GAMBLE COM 742718109 3,399 59 1.77 266 -2.92 0.1046
2016-02-09 2015-03-31 13F PROCTER & GAMBLE COM 742718109 3,340 280 9.15 274 -1.44 0.1127
2016-02-09 2014-12-31 13F PROCTER & GAMBLE COM 742718109 3,060 3,060 278 0.1155
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.