The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionStrategic Wealth Designers
Latest Disclosed Ownership71,552 shares
Latest Disclosed Value $ 10,334,982
Strategic Wealth Designers reports 0.77% increase in ownership of PG / The Procter & Gamble Company

On May 11, 2026 - Strategic Wealth Designers filed a 13F-HR form disclosing ownership of 71,552 shares of The Procter & Gamble Company (MX:PG) valued at $10,334,982 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 71,007 shares of The Procter & Gamble Company. This represents a change in shares of 0.77% during the quarter.

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 71,552 545 0.77 10,335 1.56 1.3114
2026-02-11 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 71,007 -35,566 -33.37 10,176 -37.86 1.2507
2025-11-14 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 106,573 97,479 1,071.90 16,375 1,030.80 1.3782
2025-08-14 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 9,094 501 5.83 1,449 -1.09 2.0978
2025-04-14 2025-03-31 13F ENERGY SELECT SECTOR SPDR ETF COMMON STOCK 742718109 8,593 -94,799 -91.69 1,464 -91.55 2.5485
2025-01-23 2024-12-31 13F/A-2 PROCTER & GAMBLE COM 742718109 103,392 2,611 2.59 17,334 -0.61 1.9150
2025-01-22 2024-12-31 13F/A-1 VIVOS THERAPEUTICS COM NEW 742718109 100,000 -781 429 0.0470
2025-01-22 2024-12-31 13F VIVOS THERAPEUTICS COM NEW 742718109 100,000 -781 429 0.0470
2024-10-24 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 100,781 2,973 3.04 17,439 9.58 1.8685
2024-08-13 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 97,808 24,984 34.31 15,915 49.14 2.0115
2024-01-16 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 72,824 10,680 17.19 10,672 17.73 1.6040
2023-11-03 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 62,144 7,736 14.22 9,064 9.80 1.6430
2023-07-17 2023-06-30 13F PROCTER GAMBLE CO COM COM 742718109 54,408 6,228 12.93 8,256 15.25 1.3101
2023-04-24 2023-03-31 13F/A-1 PROCTER & GAMBLE CO COM COM 742718109 48,180 7,192 17.55 7,164 19.36 1.3287
2023-04-20 2023-03-31 13F PROCTER & GAMBLE CO COM COM 742718109 28,908 -12,080 7,164 1.3287
2023-01-27 2022-12-31 13F PROCTER & GAMBLE CO COM COM 742718109 40,988 8,616 26.62 6,001 46.83 1.3875
2022-10-21 2022-09-30 13F PROCTER GAMBLE CO COM COM 742718109 32,372 878 2.79 4,087 -9.74 1.1751
2022-08-08 2022-06-30 13F PROCTER GAMBLE CO COM COM 742718109 31,494 -2,404 -7.09 4,528 -12.59 1.1343
2022-04-26 2022-03-31 13F PROCTER & GAMBLE CO COM COM 742718109 33,898 4,996 17.29 5,180 9.56 1.2354
2022-01-21 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 28,902 3,850 15.37 4,728 34.59 1.2295
2021-11-15 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 25,052 3,992 18.96 3,513 23.61 1.0495
2021-07-16 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 21,060 6,506 44.70 2,842 44.19 1.0071
2021-04-22 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 14,554 3,012 26.10 1,971 22.73 0.9454
2021-01-26 2020-12-31 13F/A-1 PROCTER AND GAMBLE COM 742718109 11,542 1,121 10.76 1,606 10.91 0.9409
2020-11-03 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 10,421 1,645 18.74 1,448 38.04 1.0892
2020-07-13 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 8,776 -2,061 -19.02 1,049 -12.00 1.0276
2020-04-20 2020-03-31 13F PROCTER & GAMBLE COM 742718109 10,837 4,744 77.86 1,192 56.64 1.9421
2020-02-11 2019-12-31 13F PROCTER & GAMBLE COM 742718109 6,093 6,093 761 0.7891
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.