The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionMarks Group Wealth Management, Inc
Latest Disclosed Ownership3,330 shares
Latest Disclosed Value $ 480,986
Marks Group Wealth Management, Inc reports 1.28% increase in ownership of PG / The Procter & Gamble Company

On May 5, 2026 - Marks Group Wealth Management, Inc filed a 13F-HR form disclosing ownership of 3,330 shares of The Procter & Gamble Company (MX:PG) valued at $480,986 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)
2026-05-05 2026-03-31 13F PROCTER & GAMBLE COM 742718109 3,330 42 1.28 481 1.91 0.0343
2026-02-11 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 3,288 113 3.56 471 -3.29 0.0451
2025-11-10 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 3,175 0 0.00 488 -3.56 0.0453
2025-07-22 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 3,175 0 0.00 506 -6.65 0.0470
2025-05-01 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 3,175 0 0.00 541 1.69 0.0521
2025-01-29 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 3,175 0 0.00 532 -3.10 0.0524
2024-10-30 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 3,175 -355 -10.06 550 -5.67 0.0525
2024-08-14 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 3,530 -11,113 -75.89 582 -75.49 0.0613
2024-04-29 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 14,643 -836 -5.40 2,376 4.72 0.2484
2024-02-01 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 15,479 -1,498 -8.82 2,268 -8.40 0.2585
2023-10-30 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 16,977 -4,839 -22.18 2,476 -25.20 0.3065
2023-07-19 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 21,816 63 0.29 3,310 2.35 0.3937
2023-05-03 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 21,753 2,710 14.23 3,234 12.06 0.4133
2023-02-06 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 19,043 1,939 11.34 2,886 33.61 0.3940
2022-11-14 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 17,104 2,046 13.59 2,160 -0.23 0.3287
2022-08-09 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 15,058 2,973 24.60 2,165 17.22 0.3122
2022-05-10 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 12,085 3,060 33.91 1,847 25.05 0.1922
2022-05-10 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 12,218 1,867
2022-03-03 2021-12-31 13F/A-1 PROCTER AND GAMBLE COM 742718109 9,025 2,022 28.87 1,477 49.95 0.1800
2022-02-14 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 9,025 2,022 1,039 0.1922
2021-11-15 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 7,003 13 0.19 985 3.79 0.1332
2021-08-10 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 6,990 271 4.03 949 3.60 0.1303
2021-05-17 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 6,719 315 4.92 916 2.81 0.1357
2021-02-08 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 6,404 1,080 20.29 891 20.41 0.1388
2020-11-10 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 5,324 14 0.26 740 15.81 0.1337
2020-08-10 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 5,310 905 20.54 639 31.48 0.1299
2020-04-23 2020-03-31 13F PROCTER & GAMBLE COM 742718109 4,405 -372 -7.79 486 -18.59 0.1255
2020-02-12 2019-12-31 13F PROCTER & GAMBLE COM 742718109 4,777 4,777 597 0.1174
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.