The Procter & Gamble Company
MX ˙ BMV ˙ US7427181091
SecurityMX:PG / The Procter & Gamble Company
InstitutionPeak Asset Management, LLC
Latest Disclosed Ownership24,873 shares
Latest Disclosed Value $ 3,592,664
Peak Asset Management, LLC reports 1.94% decrease in ownership of PG / The Procter & Gamble Company

On May 14, 2026 - Peak Asset Management, LLC filed a 13F-HR form disclosing ownership of 24,873 shares of The Procter & Gamble Company (MX:PG) valued at $3,592,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 25,365 shares of The Procter & Gamble Company. This represents a change in shares of -1.94% 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 24,873 -492 -1.94 3,593 -1.18 0.6338
2026-02-05 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 25,365 2,033 8.71 3,635 1.42 0.6187
2025-11-13 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 23,332 -1,000 -4.11 3,585 -7.53 0.6258
2025-08-14 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 24,332 490 2.06 3,877 -4.60 0.7102
2025-05-07 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 23,842 -581 -2.38 4,063 -0.76 0.7733
2025-02-14 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 24,423 -64 -0.26 4,095 -3.47 0.7574
2024-11-06 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 24,487 -177 -0.72 4,241 4.28 0.7993
2024-08-12 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 24,664 -324 -1.30 4,068 0.32 0.7966
2024-05-10 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 24,988 -320 -1.26 4,054 9.33 0.8030
2024-02-12 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 25,308 540 2.18 3,709 2.66 0.8160
2023-11-14 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 24,768 0 0.00 3,613 -3.89 0.8723
2023-08-14 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 24,768 149 0.61 3,758 2.68 0.8690
2023-05-11 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 24,619 554 2.30 3,661 0.36 0.8946
2023-01-30 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 24,065 -310 -1.27 3,647 18.52 0.9509
2022-11-14 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 24,375 140 0.58 3,077 -11.71 0.8763
2022-08-11 2022-06-30 13F PROCTER AND GAMBLE COM 742718109 24,235 -10 -0.04 3,485 -5.94 0.9532
2022-05-12 2022-03-31 13F PROCTER AND GAMBLE COM 742718109 24,245 -345 -1.40 3,705 -7.88 0.8616
2022-02-14 2021-12-31 13F PROCTER AND GAMBLE COM 742718109 24,590 100 0.41 4,022 17.46 0.9278
2021-11-12 2021-09-30 13F PROCTER AND GAMBLE COM 742718109 24,490 -683 -2.71 3,424 0.79 0.8441
2021-08-06 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 25,173 -1,462 -5.49 3,397 -5.82 0.8443
2021-05-13 2021-03-31 13F PROCTER AND GAMBLE COM 742718109 26,635 3,928 17.30 3,607 14.18 0.8713
2021-02-12 2020-12-31 13F PROCTER AND GAMBLE COM 742718109 22,707 -453 -1.96 3,159 -1.86 0.8257
2020-11-13 2020-09-30 13F PROCTER AND GAMBLE COM 742718109 23,160 -872 -3.63 3,219 12.00 0.9603
2020-08-14 2020-06-30 13F PROCTER AND GAMBLE COM 742718109 24,032 3,795 18.75 2,874 29.11 0.9158
2020-05-13 2020-03-31 13F PROCTER & GAMBLE COM 742718109 20,237 -2,125 -9.50 2,226 -20.30 0.8582
2020-02-14 2019-12-31 13F PROCTER & GAMBLE COM 742718109 22,362 -490 -2.14 2,793 -1.72 0.8457
2019-11-08 2019-09-30 13F PROCTER & GAMBLE COM 742718109 22,852 -636 -2.71 2,842 10.37 0.9288
2019-08-15 2019-06-30 13F PROCTER AND GAMBLE COM 742718109 23,488 -563 -2.34 2,575 2.88 0.8419
2019-05-08 2019-03-31 13F PROCTER AND GAMBLE COM 742718109 24,051 -687 -2.78 2,503 10.07 0.8519
2019-02-15 2018-12-31 13F PROCTER AND GAMBLE COM 742718109 24,738 -381 -1.52 2,274 8.75 0.8531
2018-11-09 2018-09-30 13F PROCTER AND GAMBLE COM 742718109 25,119 556 2.26 2,091 9.08 0.7051
2018-08-14 2018-06-30 13F PROCTER AND GAMBLE COM 742718109 24,563 2,305 10.36 1,917 8.61 0.6965
2018-05-14 2018-03-31 13F PROCTER AND GAMBLE COM 742718109 22,258 1,559 7.53 1,765 -7.20 0.6483
2018-02-13 2017-12-31 13F PROCTER AND GAMBLE COM 742718109 20,699 -493 -2.33 1,902 -1.35 0.6955
2017-11-13 2017-09-30 13F PROCTER AND GAMBLE COM 742718109 21,192 -344 -1.60 1,928 2.72 0.6906
2017-07-31 2017-06-30 13F PROCTER AND GAMBLE COM 742718109 21,536 1,629 8.18 1,877 4.92 0.6965
2017-05-11 2017-03-31 13F PROCTER AND GAMBLE COM 742718109 19,907 -350 -1.73 1,789 5.05 0.6777
2017-02-01 2016-12-31 13F PROCTER AND GAMBLE COM 742718109 20,257 37 0.18 1,703 -6.17 0.6813
2016-11-02 2016-09-30 13F PROCTER AND GAMBLE COM 742718109 20,220 -316 -1.54 1,815 4.37 0.7625
2016-08-01 2016-06-30 13F PROCTER & GAMBLE COM 742718109 20,536 -65 -0.32 1,739 2.54 0.7692
2016-05-10 2016-03-31 13F PROCTER & GAMBLE COM 742718109 20,601 488 2.43 1,696 6.20 0.8042
2016-02-12 2015-12-31 13F PROCTER & GAMBLE COM 742718109 20,113 -323 -1.58 1,597 8.64 0.7845
2015-11-13 2015-09-30 13F PROCTER & GAMBLE COM 742718109 20,436 4,342 26.98 1,470 16.76 0.7841
2015-08-14 2015-06-30 13F PROCTER & GAMBLE COM 742718109 16,094 8,848 122.11 1,259 111.95 0.6603
2015-05-15 2015-03-31 13F PROCTER & GAMBLE COM 742718109 7,246 0 0.00 594 -10.00 0.2946
2015-02-17 2014-12-31 13F PROCTER & GAMBLE COM 742718109 7,246 7,246 660 0.3475
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.