The Procter & Gamble Company
US ˙ NYSE ˙ US7427181091

SecurityPG / The Procter & Gamble Company
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership37,286 shares
Latest Disclosed Value $ 5,385,608
Evoke Wealth, Llc reports 7.24% increase in ownership of PG / The Procter & Gamble Company

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 37,286 shares of The Procter & Gamble Company (US:PG) valued at $5,385,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 34,770 shares of The Procter & Gamble Company. This represents a change in shares of 7.24% during the quarter. The current value of the position is $5,227,124 USD.

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 37,286 2,516 7.24 5,386 8.09 0.0967
2026-02-06 2025-12-31 13F PROCTER AND GAMBLE COM 742718109 34,770 1,065 3.16 4,983 -3.79 0.0930
2025-11-14 2025-09-30 13F PROCTER AND GAMBLE COM 742718109 33,705 -5,231 -13.43 5,179 -16.52 0.1048
2025-08-07 2025-06-30 13F PROCTER AND GAMBLE COM 742718109 38,936 1,804 4.86 6,203 -1.98 0.1419
2025-05-13 2025-03-31 13F PROCTER AND GAMBLE COM 742718109 37,132 -907 -2.38 6,328 -0.77 0.1651
2025-02-10 2024-12-31 13F PROCTER AND GAMBLE COM 742718109 38,039 4,527 13.51 6,377 9.87 0.1775
2024-11-13 2024-09-30 13F PROCTER AND GAMBLE COM 742718109 33,512 33,512 5,804 0.1575
2024-08-13 2024-06-30 13F PROCTER AND GAMBLE COM 742718109 0 -33,423 -100.00 0 -100.00
2024-05-15 2024-03-31 13F PROCTER AND GAMBLE COM 742718109 33,423 -8 -0.02 5,423 10.68 0.1606
2024-02-12 2023-12-31 13F PROCTER AND GAMBLE COM 742718109 33,431 2,878 9.42 4,899 9.94 0.1048
2023-11-13 2023-09-30 13F PROCTER AND GAMBLE COM 742718109 30,553 974 3.29 4,456 -0.71 0.1568
2023-08-09 2023-06-30 13F PROCTER AND GAMBLE COM 742718109 29,579 924 3.22 4,488 5.35 0.1559
2023-05-08 2023-03-31 13F PROCTER AND GAMBLE COM 742718109 28,655 -321 -1.11 4,261 -90.30 0.1551
2023-02-10 2022-12-31 13F PROCTER AND GAMBLE COM 742718109 28,976 169 0.59 43,916 121,886.11 0.1589
2022-11-07 2022-09-30 13F PROCTER AND GAMBLE COM 742718109 28,807 1,086 3.92 36 -7.69 0.1470
2022-08-04 2022-06-30 13F Procter And Gamble COM 742718109 27,721 322 1.18 40 -4.88 0.1475
2022-05-10 2022-03-31 13F Procter And Gamble COM 742718109 27,399 336 1.24 42 -6.82 0.1371
2022-02-09 2021-12-31 13F Procter And Gamble COM 742718109 27,063 57 0.21 44 18.92 0.1397
2021-11-12 2021-09-30 13F Procter And Gamble COM 742718109 27,006 1,386 5.41 38 8.82 0.1418
2021-08-05 2021-06-30 13F PROCTER AND GAMBLE COM 742718109 25,620 6,456 33.69 35 36.00 0.1310
2021-05-13 2021-03-31 13F PROCTER AND GAMBLE STOCK 742718109 19,164 11,052 136.24 26 127.27 0.1173
2021-02-12 2020-12-31 13F PROCTER AND GAMBLE STOCK 742718109 8,112 27 0.33 11 -99.02 0.0762
2020-11-13 2020-09-30 13F PROCTER AND GAMBLE STOCK 742718109 8,085 -22 -0.27 1,124 16.00 0.0911
2020-08-10 2020-06-30 13F PROCTER AND GAMBLE STOCK 742718109 8,107 405 5.26 969 -88.56 0.0939
2020-05-07 2020-03-31 13F PROCTER & GAMBLE STOCK 742718109 7,702 -2,056 -21.07 8,472 -30.49 0.1206
2020-02-07 2019-12-31 13F PROCTER & GAMBLE STOCK 742718109 9,758 -1,714 -14.94 12,187 -14.59 0.1549
2019-12-17 2019-09-30 13F/A-1 PROCTER AND GAMBLE STOCK 742718109 11,472 11,472 14,269 0.1756
2019-11-12 2019-09-30 13F PROCTER AND GAMBLE STOCK 742718109 11,472 14,269
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.