The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionLakeridge Wealth Management LLC
Latest Disclosed Ownership13,133 shares
Latest Disclosed Value $ 1,896,882
Lakeridge Wealth Management LLC reports 24.18% increase in ownership of PG / The Procter & Gamble Company

On April 8, 2026 - Lakeridge Wealth Management LLC filed a 13F-HR form disclosing ownership of 13,133 shares of The Procter & Gamble Company (MX:PG) valued at $1,896,882 USD as of March 31, 2026.

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)
2026-04-08 2026-03-31 13F PROCTER & GAMBLE COM 742718109 13,133 2,557 24.18 1,897 25.15 0.8155
2026-01-07 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 10,576 -440 -3.99 1,516 -10.46 0.6889
2025-10-17 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 11,016 -27 -0.24 1,693 -3.81 0.7522
2025-08-07 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 11,043 52 0.47 1,759 -6.09 0.8090
2025-04-16 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 10,991 184 1.70 1,873 3.42 0.9366
2025-01-30 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 10,807 60 0.56 1,812 -2.69 0.9361
2024-10-07 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 10,747 -110 -1.01 1,861 3.97 1.0230
2024-08-01 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 10,857 86 0.80 1,791 2.46 1.0763
2024-04-29 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 10,771 55 0.51 1,748 11.27 1.1328
2024-02-14 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 10,716 10,716 1,570 1.1355
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.