Montgomery Financial Services LLC

Position in CL — Colgate Palmolive Co

CIK 2149844 OCEAN CITY, MD

Position in CL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$36,488

New position

Shares Held

398

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,837

of 2,002 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Montgomery Financial Services LLC holds $78,218 across 3 Household & Personal Products names. CL ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CL	Colgate Palmolive Co This page	398	$36,488
2	PG	PROCTER & GAMBLE Co	194	$28,448
3	KMB	Kimberly Clark Corp	121	$13,282

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,488	398	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.