Goldstone Financial Group, LLC

Position in CL — Colgate Palmolive Co

CIK 2040021 OAKBROOK TERRACE, IL

Position in CL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$676,781

+$17,783 QoQ

Shares Held

7,382

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,039

of 2,007 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $2,268,305 across 3 Household & Personal Products names. CL ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	8,389	$1,230,162
2	CL	Colgate Palmolive Co This page	7,382	$676,781
3	KMB	Kimberly Clark Corp	3,292	$361,362

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$676,781	7,382	-4.5%	Shares	Sole	2026-08-11
2026-03-31	$658,998	7,732	-16.7%	Shares	Sole	2026-04-24
2025-12-31	$733,068	9,277	+9.3%	Shares	Sole	2026-02-13
2025-09-30	$678,210	8,484	+18.4%	Shares	Sole	2025-10-17
2025-06-30	$651,298	7,165	+15.1%	Shares	Sole	2025-07-08
2025-03-31	$583,469	6,227	+0.3%	Shares	Sole	2025-04-16
2024-12-31	$564,551	6,210	+14.4%	Shares	Sole	2025-01-15
2024-09-30	$563,584	5,429	+12.5%	Shares	Sole	2024-10-28
2024-06-30	$468,120	4,824	+7.9%	Shares	Sole	2025-01-15
2024-03-31	$402,433	4,469	+3.2%	Shares	Sole	2025-01-15
2023-12-31	$345,064	4,329	+2.1%	Shares	Sole	2025-01-15
2023-09-30	$301,577	4,241	-5.5%	Shares	Sole	2025-01-15
2023-06-30	$345,832	4,489	+5.8%	Shares	Sole	2025-01-15
2023-03-31	$318,786	4,242	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.