The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionPeak Financial Management, Inc.
Latest Disclosed Ownership2,125 shares
Latest Disclosed Value $ 307,076
Peak Financial Management, Inc. reports 2.92% decrease in ownership of PG / The Procter & Gamble Company

On April 28, 2026 - Peak Financial Management, Inc. filed a 13F-HR form disclosing ownership of 2,125 shares of The Procter & Gamble Company (MX:PG) valued at $307,076 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)
2026-04-28 2026-03-31 13F PROCTER & GAMBLE COM 742718109 2,125 -64 -2.92 307 -1.92 0.0780
2026-01-23 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 2,189 -168 -7.13 314 -13.54 0.0809
2025-10-09 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 2,357 -250 -9.59 362 -12.77 0.0958
2025-07-23 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 2,607 -100 -3.69 416 -9.98 0.1182
2025-05-13 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 2,707 -4 -0.15 461 1.54 0.1382
2025-01-22 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 2,711 150 5.86 455 2.48 0.1362
2024-10-15 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 2,561 107 4.36 444 9.65 0.1303
2024-07-23 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 2,454 -1 -0.04 405 1.51 0.1267
2024-04-23 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 2,455 0 0.00 398 10.86 0.1263
2024-01-18 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 2,455 98 4.16 360 4.66 0.1209
2023-10-25 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 2,357 33 1.42 344 -2.56 0.1251
2023-07-27 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 2,324 0 0.00 353 2.03 0.1256
2023-04-25 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 2,324 0 0.00 346 -1.99 0.1285
2023-01-30 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 2,324 -5 -0.21 352 19.73 0.1385
2022-10-28 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 2,329 24 1.04 294 -11.18 0.1226
2022-07-29 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 2,305 0 0.00 331 -5.97 0.1273
2022-04-20 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 2,305 0 0.00 352 -6.63 0.1179
2022-01-27 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 2,305 -3 -0.13 377 16.72 0.1221
2021-10-19 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 2,308 0 0.00 323 3.86 0.1095
2021-08-04 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 2,308 0 0.00 311 -0.64 0.1056
2021-04-29 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 2,308 -1 -0.04 313 -2.49 0.1134
2021-01-26 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 2,309 -3 -0.13 321 0.00 0.1209
2020-10-19 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 2,312 0 0.00 321 16.30 0.1386
2020-08-06 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 2,312 0 0.00 276 8.66 0.1296
2020-04-29 2020-03-31 13F PROCTER & GAMBLE COM 742718109 2,312 64 2.85 254 -9.61 0.1298
2020-01-31 2019-12-31 13F PROCTER & GAMBLE COM 742718109 2,248 -2 -0.09 281 0.36 0.1199
2019-10-28 2019-09-30 13F PROCTER & GAMBLE COM 742718109 2,250 -200 -8.16 280 4.09 0.1244
2019-08-01 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 2,450 200 8.89 269 14.96 0.1208
2019-05-01 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 2,250 -3,227 -58.92 234 -53.48 0.1076
2019-01-30 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 5,477 -612 -10.05 503 -0.79 0.2475
2018-11-06 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 6,089 132 2.22 507 9.03 0.2280
2018-07-19 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 5,957 -137 -2.25 465 -3.73 0.2147
2018-05-08 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 6,094 -140 -2.25 483 -15.71 0.2297
2018-02-08 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 6,234 25 0.40 573 1.42 0.2171
2017-10-30 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 6,209 195 3.24 565 7.82 0.2179
2017-08-14 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 6,014 -141 -2.29 524 -5.24 0.2051
2017-05-15 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 6,155 3,628 143.57 553 160.85 0.2234
2017-02-15 2016-12-31 13F PROCTER AND GAMBLE COM 742718109 2,527 0 0.00 212 -6.61 0.0923
2016-12-15 2016-09-30 13F PROCTER AND GAMBLE COM 742718109 2,527 -34 -1.33 227 4.61 0.0982
2016-08-15 2016-06-30 13F PROCTER & GAMBLE COM 742718109 2,561 20 0.79 217 6.37 0.0968
2016-04-06 2015-12-31 13F PROCTER & GAMBLE COM 742718109 2,541 2,541 204 0.0863
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.