The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionSummit Global Investments
Latest Disclosed Ownership17,744 shares
Latest Disclosed Value $ 2,563
Summit Global Investments reports 42.20% increase in ownership of PG / The Procter & Gamble Company

On May 7, 2026 - Summit Global Investments filed a 13F-HR form disclosing ownership of 17,744 shares of The Procter & Gamble Company (MX:PG) valued at $2,563 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,478 shares of The Procter & Gamble Company. This represents a change in shares of 42.20% 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)
2026-05-07 2026-03-31 13F PROCTER & GAMBLE COM 742718109 17,744 5,266 42.20 3 100.00 0.1512
2026-02-17 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 12,478 5,599 81.39 2 0.00 0.1057
2025-11-03 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 6,879 -6,194 -47.38 1 -50.00 0.0617
2025-08-12 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 13,073 3,916 42.77 2 100.00 0.1228
2025-04-07 2025-03-31 13F PROCTER AND GAMBLE CO C OM 742718109 9,157 4,212 85.18 2 0.1137
2025-02-11 2024-12-31 13F PROCTER AND GAMBLE CO C OM 742718109 4,945 -1,761 -26.26 1 -100.00 0.0519
2024-10-31 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 6,706 835 14.22 1 0.0740
2024-07-22 2024-06-30 13F PROCTER AND GAMBLE CO C OM 742718109 5,871 -15,388 -72.38 1 -100.00 0.0653
2024-04-29 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 21,259 -1,655 -7.22 3 0.00 0.2565
2024-02-06 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 22,914 11,938 108.76 3 200.00 0.2198
2023-10-16 2023-09-30 13F PROCTER AND GAMBLE CO C OM 742718109 10,976 -4,985 -31.23 2 -50.00 0.1066
2023-07-19 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 15,961 5,706 55.64 2 100.00 0.1603
2023-05-04 2023-03-31 13F PROCTER AND GAMBLE CO C OM 742718109 10,255 1,064 11.58 2 0.00 0.1180
2023-01-31 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 9,191 216 2.41 1 -99.91 0.1176
2022-11-14 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 8,975 -8,397 -48.34 1,133 -54.64 0.1048
2022-08-23 2022-06-30 13F PROCTER & GAMBLE COM 742718109 17,372 266 1.56 2,498 -4.44 0.2200
2022-04-29 2022-03-31 13F PROCTER & GAMBLE COM 742718109 17,106 606 3.67 2,614 -3.15 0.1927
2022-02-14 2021-12-31 13F PROCTER & GAMBLE COM 742718109 16,500 3,232 24.36 2,699 45.50 0.1732
2021-11-08 2021-09-30 13F PROCTER & GAMBLE COM 742718109 13,268 -121 -0.90 1,855 2.66 0.1390
2022-01-28 2021-06-30 13F PROCTER & GAMBLE COM 742718109 13,389 -266 -1.95 1,807 -2.27 0.1081
2022-01-27 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 13,655 10,386 317.71 1,849 306.37 0.1185
2021-02-11 2020-12-31 13F PROCTER & GAMBLE COM 742718109 3,269 1,623 98.60 455 98.69 0.0455
2020-11-16 2020-09-30 13F PROCTER & GAMBLE COM 742718109 1,646 -930 -36.10 229 -25.65 0.0237
2020-08-11 2020-06-30 13F PROCTER & GAMBLE COM 742718109 2,576 0 0.00 308 8.83 0.0355
2020-05-14 2020-03-31 13F PROCTER & GAMBLE COM 742718109 2,576 -24,070 -90.33 283 -91.50 0.0413
2020-02-13 2019-12-31 13F PROCTER & GAMBLE COM 742718109 26,646 -38,232 -58.93 3,328 -58.76 0.3608
2019-11-08 2019-09-30 13F PROCTER & GAMBLE COM 742718109 64,878 1,452 2.29 8,069 16.02 0.9377
2019-08-16 2019-06-30 13F PROCTER & GAMBLE COM 742718109 63,426 21,035 49.62 6,955 57.67 0.8747
2019-05-14 2019-03-31 13F PROCTER & GAMBLE COM 742718109 42,391 -58,974 -58.18 4,411 -52.66 0.5630
2019-02-08 2018-12-31 13F Procter & Gamble COM 742718109 101,365 31,042 44.14 9,317 59.18 1.4432
2018-11-14 2018-09-30 13F PROCTER & GAMBLE COM 742718109 70,323 809 1.16 5,853 7.87 0.7860
2018-08-10 2018-06-30 13F PROCTER & GAMBLE COM 742718109 69,514 -47,670 -40.68 5,426 -41.59 0.8182
2018-05-03 2018-03-31 13F PROCTER & GAMBLE COM 742718109 117,184 6,140 5.53 9,290 -8.95 1.4781
2018-02-14 2017-12-31 13F PROCTER & GAMBLE COM 742718109 111,044 -22,272 -16.71 10,203 -15.88 1.5799
2017-11-14 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 133,316 68,081 104.36 12,129 113.35 1.8966
2017-08-10 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 65,235 3,141 5.06 5,685 1.90 1.7014
2017-05-16 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 62,094 10,105 19.44 5,579 27.64 1.8163
2017-02-15 2016-12-31 13F PROCTER & GAMBLE COM 742718109 51,989 51,989 4,371 1.5879
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.