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Accurate Wealth Management’s Colgate-Palmolive CL Stock Holding History

Accurate Wealth Management’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 		$275K Buy
2,988
+291
+11% +$25.5K 0.03% 477
2026
Q1 		$228K Buy
+2,697
New +$240K 0.03% 487
2023
Q1 		– Sell
-346
Closed -$27.1K – 458
2022
Q4 		$27.1K Buy
+346
New +$25.9K 0.01% 597

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Accurate Wealth Management's CL Position: Q2 2026 in Review

Accurate Wealth Management increased its Colgate-Palmolive (CL) stake by 11% in Q2 2026, buying an estimated $25.5K and bringing the position to 2,988 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #477.

Accurate Wealth Management first reported a position in CL in Q4 2022 and has held it in 3 quarters since. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Accurate Wealth Management held 2,988 shares of Colgate-Palmolive worth $275K as of Q2 2026.
  • Accurate Wealth Management bought 291 Colgate-Palmolive shares in Q2 2026, an estimated $25.5K.
  • Colgate-Palmolive made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Accurate Wealth Management first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 3 quarters since.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.