Position in CHD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$390,426
+$14,347 QoQ
Shares Held
4,030
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#665
of 1,062 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHD Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $12,927,693 across 8 Household & Personal Products names. CHD ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
68,914 | $10,105,548 | |
| 2 | CL |
Colgate Palmolive Co
|
15,063 | $1,380,975 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,338 | $585,952 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
This page
|
4,030 | $390,426 | |
| 5 | KVUE |
Kenvue Inc.
|
10,156 | $194,081 | |
| 6 | UL |
Unilever PLC
|
2,310 | $138,877 | |
| 7 | CLX |
Clorox Co /De/
|
885 | $84,464 | |
| 8 | EL |
Estee Lauder Companies Inc
|
600 | $47,370 |
All Filings in CHD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,426 | 4,030 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $376,079 | 4,030 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $337,915 | 4,030 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $335,622 | 3,830 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $406,833 | 4,233 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $478,341 | 4,345 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $454,964 | 4,345 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $455,008 | 4,345 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $450,489 | 4,345 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $453,226 | 4,345 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $410,863 | 4,345 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $398,132 | 4,345 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $435,499 | 4,345 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $384,053 | 4,344 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $350,169 | 4,344 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $310,335 | 4,344 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $402,515 | 4,344 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $431,706 | 4,344 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $440,955 | 4,302 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $355,133 | 4,301 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $366,446 | 4,300 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $375,430 | 4,298 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $374,827 | 4,297 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||