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Montgomery Financial Services’s Colgate-Palmolive CL Stock Holding History

Montgomery Financial Services’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.5K Buy
+398
New +$34.8K 0.03% 84

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's CL Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Colgate-Palmolive (CL) in Q2 2026: 398 shares worth $36.5K. The stake represents 0.03% of the portfolio and ranks #84 among its holdings.

1,923 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Montgomery Financial Services held 398 shares of Colgate-Palmolive worth $36.5K as of Q2 2026.
  • Colgate-Palmolive was a new Montgomery Financial Services position in Q2 2026.
  • Colgate-Palmolive made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #84 holding.
  • 1,923 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.