The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership9,287 shares
Latest Disclosed Value $ 1,341,461
CRA Financial Services, LLC reports 1.59% decrease in ownership of PG / The Procter & Gamble Company

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 9,287 shares of The Procter & Gamble Company (MX:PG) valued at $1,341,461 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 9,437 shares of The Procter & Gamble Company. This represents a change in shares of -1.59% 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)
2026-04-09 2026-03-31 13F PROCTER & GAMBLE COM 742718109 9,287 -150 -1.59 1,341 -0.81 0.1742
2026-01-16 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 9,437 -1,330 -12.35 1,352 -18.26 0.1770
2025-10-16 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 10,767 165 1.56 1,654 -2.07 0.2263
2025-07-14 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 10,602 -126 -1.17 1,689 -7.60 0.2582
2025-04-16 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 10,728 -401 -3.60 1,828 -1.98 0.3128
2025-01-31 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 11,129 -169 -1.50 1,866 -4.65 0.3202
2024-10-10 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 11,298 -395 -3.38 1,957 1.45 0.3590
2024-07-12 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 11,693 -208 -1.75 1,928 -0.10 0.3891
2024-04-17 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 11,901 -244 -2.01 1,931 8.49 0.4194
2024-02-01 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 12,145 -32 -0.26 1,780 0.17 0.4355
2023-10-13 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 12,177 1,072 9.65 1,776 5.40 0.4889
2023-07-11 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 11,105 812 7.89 1,685 10.13 0.4554
2023-04-06 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 10,293 172 1.70 1,531 -0.20 0.4545
2023-01-24 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 10,121 -134 -1.31 1,534 18.38 0.5020
2022-10-24 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 10,255 -7 -0.07 1,295 -12.26 0.4660
2022-07-21 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 10,262 -3,056 -22.95 1,476 -27.47 0.5058
2022-04-15 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 13,318 -13 -0.10 2,035 -6.69 0.6121
2022-01-20 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 13,331 -218 -1.61 2,181 15.15 0.6484
2021-10-12 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 13,549 954 7.57 1,894 11.48 0.6409
2021-07-23 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 12,595 430 3.53 1,699 3.09 0.5908
2021-04-16 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 12,165 11 0.09 1,648 -2.54 0.6376
2021-01-27 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 12,154 224 1.88 1,691 1.99 0.7106
2020-10-14 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 11,930 -252 -2.07 1,658 13.80 0.7924
2020-07-22 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 12,182 141 1.17 1,457 10.05 0.7694
2020-04-14 2020-03-31 13F PROCTER & GAMBLE COM 742718109 12,041 4,250 54.55 1,324 36.07 0.8474
2020-01-28 2019-12-31 13F PROCTER & GAMBLE COM 742718109 7,791 9 0.12 973 0.52 0.5310
2019-11-07 2019-09-30 13F PROCTER & GAMBLE COM 742718109 7,782 -1,443 -15.64 968 -4.35 0.5855
2019-07-24 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 9,225 122 1.34 1,012 6.86 0.6080
2019-04-15 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 9,103 -129 -1.40 947 11.54 0.6170
2019-02-08 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 9,232 9,232 849 0.6128
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.