The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership35,749 shares
Latest Disclosed Value $ 5,163,543
Wealthcare Advisory Partners LLC reports 0.02% decrease in ownership of PG / The Procter & Gamble Company

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 35,749 shares of The Procter & Gamble Company (MX:PG) valued at $5,163,543 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 35,757 shares of The Procter & Gamble Company. This represents a change in shares of -0.02% 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)
2026-04-14 2026-03-31 13F PROCTER & GAMBLE COM 742718109 35,749 -8 -0.02 5,164 0.76 0.1004
2026-01-14 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 35,757 -109 -0.30 5,124 -7.01 0.1007
2025-11-07 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 35,866 143 0.40 5,511 -3.18 0.1148
2025-07-22 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 35,723 1,172 3.39 5,691 -3.35 0.1298
2025-04-15 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 34,551 1,137 3.40 5,888 5.12 0.1580
2025-01-15 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 33,414 -188 -0.56 5,602 -3.75 0.1556
2024-11-04 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 33,602 -285 -0.84 5,820 4.13 0.1658
2024-08-12 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 33,887 1,393 4.29 5,589 5.99 0.1746
2024-04-15 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 32,494 4,618 16.57 5,272 29.09 0.1729
2024-02-06 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 27,876 -149 -0.53 4,085 -0.07 0.1624
2023-10-12 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 28,025 -16 -0.06 4,088 -3.93 0.1877
2023-07-17 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 28,041 -1,399 -4.75 4,255 -2.81 0.1903
2023-05-04 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 29,440 292 1.00 4,377 -0.91 0.1881
2023-02-13 2022-12-31 13F PROCTER & GAMBLE COMMON 742718109 29,148 2,240 8.32 4,418 30.03 0.2111
2022-11-14 2022-09-30 13F PROCTER & GAMBLE COMMON 742718109 26,908 854 3.28 3,397 -9.32 0.1938
2022-08-15 2022-06-30 13F PROCTER & GAMBLE COMMON 742718109 26,054 8,151 45.53 3,746 36.92 0.2267
2022-04-15 2022-03-31 13F PROCTER & GAMBLE COMMON 742718109 17,903 1,333 8.04 2,736 0.96 0.1662
2022-02-11 2021-12-31 13F PROCTER & GAMBLE COMMON 742718109 16,570 -1,533 -8.47 2,710 7.07 0.1621
2021-11-15 2021-09-30 13F PROCTER & GAMBLE Equity 742718109 18,103 344 1.94 2,531 5.63 0.1655
2021-08-16 2021-06-30 13F PROCTER & GAMBLE COMMON 742718109 17,759 3,550 24.98 2,396 24.53 0.1604
2021-04-30 2021-03-31 13F PROCTER & GAMBLE COMMON 742718109 14,209 91 0.64 1,924 -2.04 0.1394
2021-02-12 2020-12-31 13F PROCTER & GAMBLE COMMON 742718109 14,118 742 5.55 1,964 5.65 0.1745
2020-10-29 2020-09-30 13F PROCTER & GAMBLE COMMON 742718109 13,376 -74 -0.55 1,859 15.61 0.2039
2020-07-29 2020-06-30 13F PROCTER & GAMBLE COMMON 742718109 13,450 40 0.30 1,608 9.02 0.2004
2020-04-29 2020-03-31 13F PROCTER & GAMBLE COMMON 742718109 13,410 -653 -4.64 1,475 -16.00 0.2162
2020-01-29 2019-12-31 13F PROCTER & GAMBLE COMMON 742718109 14,063 -26 -0.18 1,756 0.23 0.2232
2019-10-16 2019-09-30 13F PROCTER & GAMBLE COMMON 742718109 14,089 82 0.59 1,752 14.06 0.2542
2019-07-30 2019-06-30 13F PROCTER & GAMBLE COMMON 742718109 14,007 -894 -6.00 1,536 -0.90 0.2433
2019-05-13 2019-03-31 13F PROCTER & GAMBLE COMMON 742718109 14,901 256 1.75 1,550 15.16 0.2644
2019-02-14 2018-12-31 13F PROCTER & GAMBLE COMMON 742718109 14,645 -156 -1.05 1,346 9.25 0.2612
2018-11-14 2018-09-30 13F PROCTER & GAMBLE COMMON 742718109 14,801 177 1.21 1,232 7.88 0.2262
2018-08-13 2018-06-30 13F PROCTER & GAMBLE COMMON 742718109 14,624 1,843 14.42 1,142 12.73 0.2239
2018-05-14 2018-03-31 13F PROCTER & GAMBLE COMMON 742718109 12,781 -1,611 -11.19 1,013 -23.37 0.2289
2018-02-14 2017-12-31 13F PROCTER & GAMBLE COMMON 742718109 14,392 2,852 24.71 1,322 25.90 0.3400
2017-11-15 2017-09-30 13F PROCTER & GAMBLE COMMON 742718109 11,540 11,301 4,728.45 1,050 4,900.00 0.3120
2017-08-28 2017-06-30 13F PROCTER & GAMBLE COMMON 742718109 239 239 21 0.0102
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.