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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
Q3 		$322K Buy
3,777
+8
+0.2% +$724 0.05% 125
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's CL Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Colgate-Palmolive (CL) stake by 0.21% in Q3 2026, buying an estimated $724 and bringing the position to 3,777 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #125.

Allen Mooney & Barnes Investment Advisors first reported a position in CL in Q1 2022 and has held it in 19 quarters since. The position peaked at $386K in Q3 2024. 97 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 3,777 shares of Colgate-Palmolive worth $322K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 8 Colgate-Palmolive shares in Q3 2026, an estimated $724.
  • Colgate-Palmolive made up 0.05% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #125 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Colgate-Palmolive in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Colgate-Palmolive position peaked at $386K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.