The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership3,877 shares
Latest Disclosed Value $ 560,023
Paulson Wealth Management Inc. reports 9.58% increase in ownership of PG / The Procter & Gamble Company

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 3,877 shares of The Procter & Gamble Company (MX:PG) valued at $560,023 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-08 2026-03-31 13F PROCTER & GAMBLE COM 742718109 3,877 339 9.58 560 10.45 0.1312
2026-02-05 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 3,538 -1,433 -28.83 507 -33.55 0.1171
2025-11-03 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 4,971 -419 -7.77 764 -11.07 0.1806
2025-08-06 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 5,390 87 1.64 859 -4.98 0.2223
2025-05-12 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 5,303 113 2.18 904 3.79 0.2544
2025-02-13 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 5,190 -218 -4.03 870 -7.05 0.2374
2024-11-05 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 5,408 -34 -0.62 937 4.35 0.2506
2024-07-25 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 5,442 -309 -5.37 897 -3.86 0.2619
2024-05-03 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 5,751 -1,755 -23.38 933 -15.10 0.2744
2024-02-13 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 7,506 840 12.60 1,100 13.07 0.3524
2023-11-01 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 6,666 -288 -4.14 972 -7.87 0.3400
2023-08-01 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 6,954 1,631 30.64 1,055 33.38 0.3603
2023-05-09 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 5,323 133 2.56 791 0.64 0.3519
2023-01-26 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 5,190 -113 -2.13 787 17.31 0.3839
2022-11-03 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 5,303 979 22.64 670 7.72 0.3608
2022-08-05 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 4,324 155 3.72 622 -2.35 0.3277
2022-05-02 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 4,169 125 3.09 637 -3.63 0.2906
2022-01-28 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 4,044 -237 -5.54 661 10.54 0.2953
2021-10-22 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 4,281 220 5.42 598 9.12 0.2841
2021-07-26 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 4,061 -210 -4.92 548 -6.48 0.2651
2021-04-30 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 4,271 700 19.60 586 17.91 0.2912
2021-02-05 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 3,571 242 7.27 497 7.34 0.2895
2020-10-14 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 3,329 1,088 48.55 463 72.76 0.2990
2020-07-17 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 2,241 -1,255 -35.90 268 -36.79 0.1877
2020-04-29 2020-03-31 13F PROCTER & GAMBLE COM 742718109 3,496 -437 -11.11 424 -14.69 0.3251
2020-01-21 2019-12-31 13F PROCTER & GAMBLE COM 742718109 3,933 309 8.53 497 10.20 0.3511
2019-10-30 2019-09-30 13F PROCTER & GAMBLE COM 742718109 3,624 244 7.22 451 17.14 0.3398
2019-07-30 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 3,380 8 0.24 385 9.69 0.2869
2019-04-24 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 3,372 109 3.34 351 18.98 0.2662
2019-01-23 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 3,263 794 32.16 295 37.21 0.2435
2018-10-26 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 2,469 2,469 215 0.1929
2018-08-01 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 0 -2,651 -100.00 0 -100.00
2018-05-02 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 2,651 97 3.80 210 -10.64 0.2090
2018-02-28 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 2,554 2,554 235 0.2063
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.