The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership61,731 shares
Latest Disclosed Value $ 8,916,414
Evercore Wealth Management, LLC reports 8.14% decrease in ownership of PG / The Procter & Gamble Company

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 61,731 shares of The Procter & Gamble Company (MX:PG) valued at $8,916,414 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 67,199 shares of The Procter & Gamble Company. This represents a change in shares of -8.14% 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 61,731 -5,468 -8.14 8,916 -7.41 0.1402
2026-02-17 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 67,199 -1,823 -2.64 9,630 -9.19 0.1411
2025-11-14 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 69,022 -2,977 -4.13 10,605 -7.54 0.1556
2025-08-14 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 71,999 -2,007 -2.71 11,471 -9.05 0.1783
2025-05-15 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 74,006 -2,155 -2.83 12,612 -1.22 0.2026
2025-02-14 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 76,161 -520 -0.68 12,768 -3.86 0.1913
2024-11-14 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 76,681 -835 -1.08 13,281 3.90 0.1992
2024-08-14 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 77,516 -402 -0.52 12,784 1.12 0.2012
2024-05-15 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 77,918 -17,658 -18.48 12,642 -9.73 0.1982
2024-02-14 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 95,576 -533 -0.55 14,006 -0.09 0.2348
2023-11-14 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 96,109 -454 -0.47 14,018 -4.33 0.2624
2023-08-04 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 96,563 382 0.40 14,652 2.45 0.2687
2023-05-15 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 96,181 -2,803 -2.83 14,301 -4.67 0.2851
2023-02-14 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 98,984 1,890 1.95 15,002 22.40 0.3144
2022-11-14 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 97,094 144 0.15 12,257 -12.08 0.2765
2022-08-15 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 96,950 -2,431 -2.45 13,941 -8.19 0.2939
2022-05-16 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 99,381 935 0.95 15,185 -5.71 0.2685
2022-02-14 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 98,446 809 0.83 16,104 17.99 0.2619
2021-11-15 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 97,637 -828 -0.84 13,649 2.74 0.2471
2021-08-16 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 98,465 -1,243 -1.25 13,285 -1.62 0.2431
2021-05-17 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 99,708 16,943 20.47 13,504 17.26 0.2675
2021-02-16 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 82,765 538 0.65 11,516 0.77 0.2481
2020-11-16 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 82,227 135 0.16 11,428 16.42 0.2796
2020-08-13 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 82,092 2,281 2.86 9,816 11.81 0.2622
2020-05-14 2020-03-31 13F PROCTER & GAMBLE COM 742718109 79,811 1,648 2.11 8,779 -10.08 0.2894
2020-02-13 2019-12-31 13F PROCTER & GAMBLE COM 742718109 78,163 -2,521 -3.12 9,763 -2.72 0.2630
2019-11-14 2019-09-30 13F PROCTER & GAMBLE COM 742718109 80,684 -5,335 -6.20 10,036 6.40 0.2944
2019-08-13 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 86,019 7,718 9.86 9,432 15.77 0.2865
2019-05-14 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 78,301 2,937 3.90 8,147 17.60 0.2624
2019-02-13 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 75,364 -329 -0.43 6,928 9.97 0.2617
2018-11-13 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 75,693 -8,496 -10.09 6,300 -4.12 0.2014
2018-08-14 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 84,189 18,777 28.71 6,571 26.71 0.2246
2018-05-14 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 65,412 -3,475 -5.04 5,186 -18.07 0.1981
2018-02-13 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 68,887 -690 -0.99 6,330 -0.02 0.2354
2017-11-13 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 69,577 -1,112 -1.57 6,331 2.78 0.2466
2017-08-11 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 70,689 -7,666 -9.78 6,160 -12.51 0.2379
2017-05-12 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 78,355 -99 -0.13 7,041 6.73 0.2755
2017-02-08 2016-12-31 13F PROCTER AND GAMBLE COM 742718109 78,454 -1,915 -2.38 6,597 -8.54 0.2734
2016-11-10 2016-09-30 13F PROCTER AND GAMBLE COM 742718109 80,369 3,955 5.18 7,213 11.48 0.2984
2016-09-20 2016-06-30 13F/A-1 PROCTER & GAMBLE COM 742718109 76,414 -1,859 -2.38 6,470 0.42 0.2860
2016-08-01 2016-06-30 13F PROCTER & GAMBLE COM 742718109 76,440 6,472
2016-05-02 2016-03-31 13F PROCTER & GAMBLE COM 742718109 78,273 5,285 7.24 6,443 11.18 0.2847
2016-02-16 2015-12-31 13F PROCTER & GAMBLE COM 742718109 72,988 -31,408 -30.09 5,795 -22.85 0.2690
2015-11-16 2015-09-30 13F PROCTER & GAMBLE COM 742718109 104,396 7,358 7.58 7,511 -1.11 0.3588
2015-08-06 2015-06-30 13F PROCTER & GAMBLE COM 742718109 97,038 -1,516 -1.54 7,595 -5.92 0.3428
2015-05-06 2015-03-31 13F PROCTER & GAMBLE COM 742718109 98,554 -2,622 -2.59 8,073 -12.37 0.3706
2015-02-13 2014-12-31 13F PROCTER & GAMBLE COM 742718109 101,176 -1,786 -1.73 9,213 6.92 0.4593
2014-11-13 2014-09-30 13F PROCTER & GAMBLE COM 742718109 102,962 -5,946 -5.46 8,617 0.65 0.4317
2014-08-14 2014-06-30 13F PROCTER & GAMBLE COM 742718109 108,908 -1,028 -0.94 8,561 -3.35 0.4414
2014-05-15 2014-03-31 13F PROCTER & GAMBLE COM 742718109 109,936 -21,564 -16.40 8,858 -17.21 0.4967
2014-02-11 2013-12-31 13F PROCTER & GAMBLE COM 742718109 131,500 16,185 14.04 10,700 22.73 0.5880
2013-11-13 2013-09-30 13F PROCTER & GAMBLE COM 742718109 115,315 -9,686 -7.75 8,718 -9.40 0.4994
2013-08-14 2013-06-30 13F PROCTER & GAMBLE COM 742718109 125,001 125,001 9,622 0.5446
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.