The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionSavvy Advisors, Inc.
Latest Disclosed Ownership187,998 shares
Latest Disclosed Value $ 27,154,380
Savvy Advisors, Inc. reports 22.83% increase in ownership of PG / The Procter & Gamble Company

On May 11, 2026 - Savvy Advisors, Inc. filed a 13F-HR form disclosing ownership of 187,998 shares of The Procter & Gamble Company (MX:PG) valued at $27,154,380 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)
2026-05-11 2026-03-31 13F PROCTER & GAMBLE COM 742718109 187,998 34,948 22.83 27,154 23.80 0.7249
2026-01-20 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 153,050 59,010 62.75 21,934 51.80 0.7085
2025-11-06 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 94,040 9,989 11.88 14,449 7.91 0.6642
2025-08-04 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 84,051 687 0.82 13,391 -5.74 0.8935
2025-05-12 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 83,364 10,565 14.51 14,207 16.40 1.4287
2025-02-13 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 72,799 13,621 23.02 12,205 19.08 1.4677
2024-11-05 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 59,178 17,227 41.06 10,250 48.15 2.0812
2024-08-14 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 41,951 38,620 1,159.41 6,919 1,181.11 2.2548
2024-05-13 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 3,331 1,284 62.73 540 80.60 0.3115
2024-02-08 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 2,047 2,047 300 0.2911
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.