The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionPlanning Alternatives Ltd /adv
Latest Disclosed Ownership1,867 shares
Latest Disclosed Value $ 269,624
Planning Alternatives Ltd /adv reports 4.45% decrease in ownership of PG / The Procter & Gamble Company

On May 7, 2026 - Planning Alternatives Ltd /adv filed a 13F-HR form disclosing ownership of 1,867 shares of The Procter & Gamble Company (MX:PG) valued at $269,624 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.

Upgrade to unlock premium data and export to Excel .

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 1,867 -87 -4.45 270 -3.58 0.0348
2026-02-06 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 1,954 393 25.18 280 16.74 0.0353
2025-11-12 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 1,561 -893 -36.39 240 -38.72 0.0308
2025-08-12 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 2,454 386 18.67 391 10.80 0.0544
2025-05-09 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 2,068 507 32.48 352 34.87 0.0540
2025-02-06 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 1,561 -180 -10.34 262 -13.29 0.0402
2024-11-12 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 1,741 -131 -7.00 301 -2.27 0.0459
2024-07-25 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 1,872 -214 -10.26 309 -8.88 0.0500
2024-04-17 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 2,086 -96 -4.40 338 5.96 0.0556
2024-01-23 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 2,182 0 0.00 320 0.31 0.0560
2023-10-17 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 2,182 180 8.99 318 4.95 0.0617
2023-07-18 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 2,002 0 0.00 304 2.02 0.0559
2023-05-04 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 2,002 -119 -5.61 298 -7.48 0.0579
2023-01-19 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 2,121 0 0.00 321 19.78 0.0585
2022-10-12 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 2,121 -215 -9.20 268 -20.24 0.0558
2022-07-20 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 2,336 0 0.00 336 -5.88 0.0633
2022-04-28 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 2,336 0 0.00 357 -6.54 0.0570
2022-01-25 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 2,336 0 0.00 382 16.82 0.0589
2021-11-10 2021-09-30 13F/A-1 PROCTER AND GAMBLE COM 742718109 2,336 0 0.00 327 3.81 0.0539
2021-10-19 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 2,336 0 327 0.0538
2021-07-15 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 2,336 0 0.00 315 -0.32 0.0515
2021-04-14 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 2,336 0 0.00 316 -2.77 0.0526
2021-01-29 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 2,336 0 0.00 325 0.00 0.0576
2020-10-14 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 2,336 0 0.00 325 16.49 0.0610
2020-07-24 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 2,336 -202 -7.96 279 0.00 0.0565
2020-05-04 2020-03-31 13F PROCTER & GAMBLE COM 742718109 2,538 -95 -3.61 279 -15.20 0.0648
2020-01-27 2019-12-31 13F PROCTER & GAMBLE COM 742718109 2,633 -4,136 -61.10 329 -60.93 0.0574
2019-10-16 2019-09-30 13F PROCTER & GAMBLE COM 742718109 6,769 0 0.00 842 13.48 0.1540
2019-07-24 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 6,769 -109 -1.58 742 3.63 0.1355
2019-05-06 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 6,878 109 1.61 716 15.11 0.1310
2019-02-07 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 6,769 500 7.98 622 19.16 0.1299
2018-10-29 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 6,269 -14 -0.22 522 6.53 0.0892
2018-07-26 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 6,283 6,283 490 0.0871
2018-05-01 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 0 -6,469 -100.00 0 -100.00
2018-02-02 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 6,469 -748 -10.36 594 -9.59 0.1061
2017-10-19 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 7,217 0 0.00 657 4.45 0.1222
2017-07-31 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 7,217 98 1.38 629 -1.72 0.1201
2017-05-03 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 7,119 -2,553 -26.40 640 -21.28 0.1241
2017-02-01 2016-12-31 13F PROCTER AND GAMBLE COM 742718109 9,672 -243 -2.45 813 -8.65 0.1678
2016-10-25 2016-09-30 13F PROCTER AND GAMBLE COM 742718109 9,915 7 0.07 890 6.08 0.1906
2016-08-02 2016-06-30 13F PROCTER & GAMBLE COM 742718109 9,908 -13 -0.13 839 2.69 0.1826
2016-05-04 2016-03-31 13F PROCTER & GAMBLE COM 742718109 9,921 7 0.07 817 3.81 0.1805
2016-01-26 2015-12-31 13F PROCTER & GAMBLE COM 742718109 9,914 2,062 26.26 787 39.29 0.1830
2015-10-23 2015-09-30 13F PROCTER & GAMBLE COM 742718109 7,852 -13 -0.17 565 -8.13 0.1387
2015-07-30 2015-06-30 13F PROCTER & GAMBLE COM 742718109 7,865 -11 -0.14 615 -4.65 0.1297
2015-04-30 2015-03-31 13F PROCTER & GAMBLE COM 742718109 7,876 7,876 0.00 645 0.1463
2015-01-30 2014-12-31 13F PROCTER & GAMBLE COM 742718109 0 -7,432 -100.00 0 -100.00
2014-11-13 2014-09-30 13F PROCTER & GAMBLE COM 742718109 7,432 30 0.41 622 6.87 0.1529
2014-08-11 2014-06-30 13F PROCTER & GAMBLE COM 742718109 7,402 -45 -0.60 582 -3.00 0.1439
2014-04-30 2014-03-31 13F PROCTER & GAMBLE COM 742718109 7,447 4 0.05 600 -0.99 0.1757
2014-01-16 2013-12-31 13F PROCTER & GAMBLE COM 742718109 7,443 5 0.07 606 7.83 0.1847
2013-11-04 2013-09-30 13F PROCTER & GAMBLE COM 742718109 7,438 634 9.32 562 7.25 0.2612
2013-07-24 2013-06-30 13F PROCTER & GAMBLE COM 742718109 6,804 6,804 524 0.2996
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.