The Procter & Gamble Company
CL ˙ SNSE ˙ US7427181091
SecurityCL:PGCL / The Procter & Gamble Company
InstitutionCapital Planning Advisors, LLC
Latest Disclosed Ownership5,513 shares
Latest Disclosed Value $ 796,298
Capital Planning Advisors, LLC reports 6.73% decrease in ownership of PGCL / The Procter & Gamble Company

On May 14, 2026 - Capital Planning Advisors, LLC filed a 13F-HR form disclosing ownership of 5,513 shares of The Procter & Gamble Company (CL:PGCL) valued at $796,298 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,911 shares of The Procter & Gamble Company. This represents a change in shares of -6.73% 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)
2026-05-14 2026-03-31 13F PROCTER & GAMBLE COM 742718109 5,513 -398 -6.73 796 -6.02 0.1151
2026-02-17 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 5,911 5,911 847 0.1133
2025-08-14 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 0 -1,231 -100.00 0 -100.00
2025-05-12 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 1,231 -74 -5.67 210 -4.13 0.0324
2025-01-17 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 1,305 -1,683 -56.33 219 -57.83 0.0338
2024-11-12 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 2,988 -95 -3.08 518 1.77 0.0781
2024-08-12 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 3,083 -998 -24.45 508 -23.26 0.0870
2024-05-15 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 4,081 64 1.59 662 12.59 0.1163
2024-02-12 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 4,017 -285 -6.62 589 -6.22 0.1113
2023-10-30 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 4,302 -157 -3.52 627 -7.25 0.1309
2023-08-01 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 4,459 220 5.19 677 7.30 0.1372
2023-05-15 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 4,239 130 3.16 630 1.29 0.1340
2023-02-10 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 4,109 -243 -5.58 623 13.30 0.1480
2022-11-14 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 4,352 164 3.92 549 -8.80 0.1474
2022-08-10 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 4,188 -209 -4.75 602 -10.42 0.1594
2022-05-10 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 4,397 671 18.01 672 10.34 0.1437
2022-02-14 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 3,726 404 12.16 609 31.25 0.1160
2021-11-09 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 3,322 0 0.00 464 3.57 0.0963
2021-08-13 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 3,322 27 0.82 448 0.45 0.0919
2021-04-30 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 3,295 -253 -7.13 446 -9.72 0.1000
2021-02-04 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 3,548 670 23.28 494 23.50 0.1214
2020-11-12 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 2,878 -95 -3.20 400 12.68 0.1096
2020-08-06 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 2,973 77 2.66 355 11.29 0.1057
2020-05-11 2020-03-31 13F PROCTER & GAMBLE COM 742718109 2,896 0 0.00 319 -11.88 0.1190
2020-02-03 2019-12-31 13F PROCTER & GAMBLE COM 742718109 2,896 -227 -7.27 362 -6.70 0.0947
2019-11-05 2019-09-30 13F PROCTER & GAMBLE COM 742718109 3,123 50 1.63 388 15.13 0.1129
2019-08-09 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 3,073 0 0.00 337 5.31 0.0990
2019-05-14 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 3,073 549 21.75 320 37.93 0.0977
2019-02-13 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 2,524 -1,471 -36.82 232 -30.33 0.0845
2018-11-14 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 3,995 3,995 333 0.1064
2018-08-08 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 0 -5,847 -100.00 0 -100.00
2018-05-15 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 5,847 -285 -4.65 464 -17.58 0.1647
2018-02-08 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 6,132 1,130 22.59 563 23.74 0.1978
2017-11-09 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 5,002 -100 -1.96 455 2.25 0.1783
2017-08-08 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 5,102 -1,564 -23.46 445 -25.71 0.1969
2017-05-12 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 6,666 0 0.00 599 6.96 0.2957
2017-02-13 2016-12-31 13F PROCTER AND GAMBLE COM 742718109 6,666 -342 -4.88 560 -10.97 0.2989
2016-11-08 2016-09-30 13F PROCTER AND GAMBLE COM 742718109 7,008 -125 -1.75 629 4.14 0.3357
2016-07-20 2016-06-30 13F PROCTER & GAMBLE COM 742718109 7,133 63 0.89 604 3.78 0.3361
2016-05-04 2016-03-31 13F PROCTER & GAMBLE COM 742718109 7,070 736 11.62 582 15.71 0.2803
2016-01-22 2015-12-31 13F PROCTER & GAMBLE COM 742718109 6,334 1,192 23.18 503 35.95 0.2930
2015-10-20 2015-09-30 13F PROCTER & GAMBLE COM 742718109 5,142 937 22.28 370 12.46 0.2430
2015-07-22 2015-06-30 13F PROCTER & GAMBLE COM 742718109 4,205 0 0.00 329 -4.64 0.1931
2015-05-11 2015-03-31 13F PROCTER & GAMBLE COM 742718109 4,205 4,205 345 0.2405
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.