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Allen Mooney & Barnes Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$346K Buy
3,769
+8
+0.2% +$700 0.05% 122
2026
Q1 		$321K Buy
3,761
+7
+0.2% +$624 0.05% 126
2025
Q4 		$297K Buy
3,754
+7
+0.2% +$549 0.04% 131
2025
Q3 		$300K Buy
3,747
+8
+0.2% +$682 0.05% 128
2025
Q2 		$340K Hold
3,739
– – 0.06% 123
2025
Q1 		$350K Buy
3,739
+10
+0.3% +$895 0.06% 118
2024
Q4 		$339K Buy
3,729
+8
+0.2% +$763 0.06% 119
2024
Q3 		$386K Sell
3,721
-21
-0.6% -$2.14K 0.07% 115
2024
Q2 		$363K Sell
3,742
-128
-3% -$11.8K 0.06% 122
2024
Q1 		$333K Buy
3,870
+7
+0.2% +$593 0.06% 129
2023
Q4 		$308K Buy
3,863
+198
+5% +$14.9K 0.06% 130
2023
Q3 		$261K Buy
3,665
+8
+0.2% +$598 0.06% 129
2023
Q2 		$282K Buy
3,657
+392
+12% +$30.3K 0.06% 122
2023
Q1 		$245K Buy
3,265
+8
+0.2% +$595 0.06% 122
2022
Q4 		$257K Buy
3,257
+8
+0.2% +$600 0.06% 118
2022
Q3 		$228K Buy
3,249
+7
+0.2% +$549 0.06% 122
2022
Q2 		$260K Hold
3,242
– – 0.07% 120
2022
Q1 		$246K Buy
+3,242
New +$257K 0.05% 137

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

Allen Mooney & Barnes Investment Advisors's CL Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Colgate-Palmolive (CL) stake by 0.21% in Q2 2026, buying an estimated $700 and bringing the position to 3,769 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #122.

Allen Mooney & Barnes Investment Advisors first reported a position in CL in Q1 2022 and has held it in 18 quarters since. The position peaked at $386K in Q3 2024. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 3,769 shares of Colgate-Palmolive worth $346K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 8 Colgate-Palmolive shares in Q2 2026, an estimated $700.
  • Colgate-Palmolive made up 0.05% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Colgate-Palmolive in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Colgate-Palmolive position peaked at $386K in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.