The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership6,874 shares
Latest Disclosed Value $ 993,002
TRUE Private Wealth Advisors reports 3.55% decrease in ownership of PG / The Procter & Gamble Company

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 6,874 shares of The Procter & Gamble Company (MX:PG) valued at $993,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,127 shares of The Procter & Gamble Company. This represents a change in shares of -3.55% 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)
2026-05-15 2026-03-31 13F PROCTER & GAMBLE COM 742718109 6,874 -253 -3.55 993 -2.74 0.0947
2026-02-13 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 7,127 -34 -0.47 1,021 -7.18 0.1023
2025-11-14 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 7,161 85 1.20 1,100 -2.40 0.1123
2025-08-11 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 7,076 1,714 31.97 1,127 23.44 0.1267
2025-05-15 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 5,362 896 20.06 914 22.06 0.1110
2025-02-13 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 4,466 29 0.65 749 -2.60 0.0909
2024-11-14 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 4,437 -4,830 -52.12 769 -49.74 0.0917
2024-07-16 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 9,267 319 3.57 1,528 5.31 0.1730
2024-04-25 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 8,948 -582 -6.11 1,452 3.94 0.1665
2024-01-30 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 9,530 1,098 13.02 1,396 13.59 0.1768
2023-11-13 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 8,432 514 6.49 1,230 2.33 0.1708
2023-08-11 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 7,918 873 12.39 1,202 14.71 0.1775
2023-05-11 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 7,045 39 0.56 1,048 -1.32 0.1550
2023-02-14 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 7,006 -13 -0.19 1,062 19.75 0.1635
2022-11-04 2022-09-30 13F PROCTER AND GAMBLE CO COM COM 742718109 7,019 235 3.46 886 -9.13 0.1341
2022-07-28 2022-06-30 13F PROCTER AND GAMBLE CO COM COM 742718109 6,784 177 2.68 975 -6.16 0.1419
2022-05-09 2022-03-31 13F PROCTER AND GAMBLE CO COM COM 742718109 6,607 -470 -6.64 1,039 -10.20 0.1462
2022-02-11 2021-12-31 13F PROCTER AND GAMBLE CO COM COM 742718109 7,077 -73 -1.02 1,157 15.82 0.1647
2021-11-05 2021-09-30 13F Procter Gamble COM 742718109 7,150 -45 -0.63 999 2.99 0.1454
2021-08-10 2021-06-30 13F Procter & Gamble COM 742718109 7,195 -979 -11.98 970 -12.38 0.1441
2021-05-12 2021-03-31 13F Procter COM 742718109 8,174 2,103 34.64 1,107 31.16 0.1789
2021-01-11 2020-12-31 13F Procter & Gamble COM 742718109 6,071 -115 -1.86 844 -1.75 0.1414
2020-10-09 2020-09-30 13F Procter & Gamble COM 742718109 6,186 -29 -0.47 859 15.61 0.1467
2020-07-07 2020-06-30 13F Procter & Gamble COM 742718109 6,215 1,065 20.68 743 31.27 0.1359
2020-04-20 2020-03-31 13F Procter & Gamble COM 742718109 5,150 -2,374 -31.55 566 -39.72 0.1205
2020-01-27 2019-12-31 13F Procter & Gamble COM 742718109 7,524 1,795 31.33 939 31.88 0.1440
2019-10-09 2019-09-30 13F Procter & Gamble COM 742718109 5,729 1,962 52.08 712 72.40 0.1230
2019-08-01 2019-06-30 13F Procter & Gamble COM 742718109 3,767 1 0.03 413 5.63 0.0704
2019-04-25 2019-03-31 13F Procter & Gamble COM 742718109 3,766 -4,162 -52.50 391 -46.29 0.0745
2019-01-14 2018-12-31 13F Procter & Gamble COM 742718109 7,928 -695 -8.06 728 -99.90 0.1284
2018-10-18 2018-09-30 13F Procter & Gamble COM 742718109 8,623 -49 -0.57 717,721 106,071.75 0.1010
2018-07-13 2018-06-30 13F Procter & Gamble COM 742718109 8,672 -1,315 -13.17 676 -14.54 0.1060
2018-04-25 2018-03-31 13F Procter & Gamble COM 742718109 9,987 1,105 12.44 791 -3.06 0.1358
2018-01-19 2017-12-31 13F Procter & Gamble COM 742718109 8,882 4,559 105.46 816 107.63 0.1414
2017-10-27 2017-09-30 13F Procter & Gamble COM 742718109 4,323 159 3.82 393 8.56 0.0885
2017-08-07 2017-06-30 13F Procter & Gamble COM 742718109 4,164 706 20.42 362 17.53 0.0839
2017-04-20 2017-03-31 13F Procter & Gamble COM 742718109 3,458 -58 -1.65 308 0.33 0.0705
2017-02-14 2016-12-31 13F Procter & Gamble COM 742718109 3,516 614 21.16 307 19.92 0.0750
2016-11-08 2016-09-30 13F Procter & Gamble COM 742718109 2,902 -185 -5.99 256 -1.92 0.0821
2016-08-01 2016-06-30 13F Procter & Gamble COM 742718109 3,087 281 10.01 261 12.99 0.0873
2016-06-16 2016-03-31 13F/A-1 Procter & Gamble COM 742718109 2,806 -164 -5.52 231 -2.12 0.0898
2016-05-11 2016-03-31 13F Procter & Gamble COM 742718109 2,806 231
2016-03-16 2015-12-31 13F PROCTER & GAMBLE COM 742718109 2,970 2,970 236 0.1038
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.