The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership7,143 shares
Latest Disclosed Value $ 1,031,671
Outlook Wealth Advisors, LLC reports 0.18% increase in ownership of PG / The Procter & Gamble Company

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 7,143 shares of The Procter & Gamble Company (MX:PG) valued at $1,031,671 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)
2026-04-17 2026-03-31 13F PROCTER & GAMBLE COM 742718109 7,143 13 0.18 1,032 0.98 0.2497
2026-02-11 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 7,130 51 0.72 1,022 -6.07 0.2311
2025-10-30 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 7,079 1,601 29.23 1,088 24.66 0.2710
2025-08-11 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 5,478 -2 -0.04 873 -6.54 0.2245
2025-04-14 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 5,480 49 0.90 934 2.53 0.2598
2025-01-14 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 5,431 -1,992 -26.84 911 -29.18 0.2615
2024-10-23 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 7,423 179 2.47 1,286 7.62 0.3692
2024-07-18 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 7,244 290 4.17 1,195 5.85 0.3728
2024-04-22 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 6,954 384 5.84 1,128 17.26 0.3485
2024-01-29 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 6,570 407 6.60 963 7.13 0.3367
2023-10-10 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 6,163 369 6.37 899 2.16 0.3433
2023-07-10 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 5,794 564 10.78 879 13.13 0.3324
2023-04-18 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 5,230 -54 -1.02 778 -2.87 0.3458
2023-02-14 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 5,284 21 0.40 801 20.48 0.3802
2022-10-25 2022-09-30 13F PROCTER AND GAMBLE COMMON STOCK 742718109 5,263 -4 -0.08 664 -12.29 0.2977
2022-07-28 2022-06-30 13F PROCTER AND GAMBLE COMMON STOCK 742718109 5,267 33 0.63 757 -5.26 0.3097
2022-07-28 2022-03-31 13F/A-1 PROCTER AND GAMBLE Commom Stock 742718109 5,234 100 1.95 799 -4.88 0.2672
2022-05-13 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 3,978 -1,156 608 0.2119
2022-01-21 2021-12-31 13F Procter & Gamble COMMON STOCK 742718109 5,134 288 5.94 840 24.08 0.2468
2021-10-22 2021-09-30 13F Procter & Gamble COM 742718109 4,846 0 0.00 677 3.52 0.2214
2021-07-21 2021-06-30 13F Procter & Gamble COMMON STOCK 742718109 4,846 -36 -0.74 654 -1.06 0.2091
2021-05-04 2021-03-31 13F Procter & Gamble COM 742718109 4,882 0 0.00 661 -2.65 0.2298
2021-02-04 2020-12-31 13F Procter & Gamble COMMON STOCK 742718109 4,882 -350 -6.69 679 -6.60 0.2473
2020-11-10 2020-09-30 13F Procter & Gamble COM 742718109 5,232 -370 -6.60 727 8.51 0.2890
2020-07-17 2020-06-30 13F Procter & Gamble COM 742718109 5,602 -97 -1.70 670 6.86 0.2840
2020-04-16 2020-03-31 13F Procter & Gamble COM 742718109 5,699 5,699 627 0.3540
2020-02-12 2019-12-31 13F Procter & Gamble COM 742718109 0 -4,562 -100.00 0 -100.00
2019-10-17 2019-09-30 13F Procter & Gamble COM 742718109 4,562 -2,665 -36.88 567 -28.41 0.3378
2019-08-15 2019-06-30 13F Procter & Gamble COM 742718109 7,227 -1,151 -13.74 792 -9.17 0.5221
2019-05-06 2019-03-31 13F Procter & Gamble COM 742718109 8,378 7,486 839.24 872 6.34 0.7184
2019-02-13 2018-12-31 13F Procter & Gamble COM 742718109 892 892 820 0.3738
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.