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Annex Advisory Services’s Colgate-Palmolive CL Stock Holding History

Annex Advisory 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 		$528K Sell
5,761
-1,725
-23% -$151K 0.01% 251
2026
Q1 		$638K Sell
7,486
-481
-6% -$42.9K 0.01% 222
2025
Q4 		$630K Sell
7,967
-98,101
-92% -$7.69M 0.01% 222
2025
Q3 		$8.48M Buy
106,068
+2,437
+2% +$208K 0.18% 78
2025
Q2 		$9.42M Sell
103,631
-5,359
-5% -$489K 0.23% 71
2025
Q1 		$10.2M Buy
108,990
+32,085
+42% +$2.87M 0.29% 66
2024
Q4 		$6.99M Buy
76,905
+72,950
+1,845% +$6.96M 0.21% 78
2024
Q3 		$411K Buy
3,955
+476
+14% +$48.5K 0.01% 202
2024
Q2 		$338K Buy
3,479
+58
+2% +$5.35K 0.01% 217
2024
Q1 		$308K Hold
3,421
– – 0.01% 223
2023
Q4 		$273K Hold
3,421
– – 0.01% 224
2023
Q3 		$243K Sell
3,421
-454
-12% -$33.9K 0.01% 222
2023
Q2 		$299K Buy
3,875
+334
+9% +$25.9K 0.02% 190
2023
Q1 		$266K Hold
3,541
– – 0.01% 194
2022
Q4 		$279K Sell
3,541
-42
-1% -$3.15K 0.02% 197
2022
Q3 		$252K Buy
3,583
+42
+1% +$3.29K 0.02% 194
2022
Q2 		$284K Hold
3,541
– – 0.02% 197
2022
Q1 		$269K Sell
3,541
-17
-0.5% -$1.35K 0.02% 203
2021
Q4 		$304K Buy
3,558
+17
+0.5% +$1.33K 0.02% 185
2021
Q3 		$268K Hold
3,541
– – 0.02% 174
2021
Q2 		$288K Buy
3,541
+171
+5% +$14K 0.02% 180
2021
Q1 		$265K Sell
3,370
-129
-4% -$10.1K 0.03% 170
2020
Q4 		$299K Buy
3,499
+129
+4% +$10.7K 0.03% 154
2020
Q3 		$260K Buy
+3,370
New +$257K 0.03% 117

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

Annex Advisory Services's CL Position: Q2 2026 in Review

Annex Advisory Services reduced its Colgate-Palmolive (CL) stake by 23% in Q2 2026, selling an estimated $151K and leaving 5,761 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #251.

Annex Advisory Services first reported a position in CL in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.2M in Q1 2025. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Annex Advisory Services held 5,761 shares of Colgate-Palmolive worth $528K as of Q2 2026.
  • Annex Advisory Services sold 1,725 Colgate-Palmolive shares in Q2 2026, an estimated $151K.
  • Colgate-Palmolive made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #251 holding.
  • Annex Advisory Services first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 24 quarters since.
  • Annex Advisory Services's Colgate-Palmolive position peaked at $10.2M in Q1 2025.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.