Ascent Wealth Partners
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Ascent Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Ascent Wealth Partners’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 		$231K Buy
2,706
+99
+4% +$8.96K 0.02% 198
2026
Q2 		$239K Hold
2,607
– – 0.02% 188
2026
Q1 		$222K Hold
2,607
– – 0.03% 176
2025
Q4 		$206K Sell
2,607
-544
-17% -$42.7K 0.02% 176
2025
Q3 		$252K Hold
3,151
– – 0.03% 164
2025
Q2 		$286K Buy
3,151
+540
+21% +$49.3K 0.04% 154
2025
Q1 		$245K Sell
2,611
-550
-17% -$49.2K 0.03% 161
2024
Q4 		$287K Buy
+3,161
New +$302K 0.04% 150
2019
Q2 		– Sell
-550
Closed -$38K – 121
2019
Q1 		$38K Sell
550
-35,432
-98% -$2.29M 0.01% 122
2018
Q4 		$2.14M Sell
35,982
-585
-2% -$36.6K 0.84% 44
2018
Q3 		$2.45M Buy
36,567
+548
+2% +$36.5K 0.78% 47
2018
Q2 		$2.33M Buy
36,019
+186
+0.5% +$12.2K 0.82% 47
2018
Q1 		$2.57M Buy
35,833
+543
+2% +$39.1K 0.93% 42
2017
Q4 		$2.66M Buy
35,290
+368
+1% +$26.9K 0.99% 41
2017
Q3 		$2.54M Buy
34,922
+295
+0.9% +$21.3K 1.02% 38
2017
Q2 		$2.57M Buy
34,627
+130
+0.4% +$9.7K 1.1% 37
2017
Q1 		$2.52M Buy
34,497
+240
+0.7% +$16.8K 1.14% 37
2016
Q4 		$2.24M Sell
34,257
-502
-1% -$34.4K 1.1% 36
2016
Q3 		$2.58M Buy
34,759
+165
+0.5% +$12.2K 1.3% 30
2016
Q2 		$2.53M Buy
34,594
+107
+0.3% +$7.62K 1.31% 33
2016
Q1 		$2.44M Buy
34,487
+570
+2% +$37.9K 1.31% 34
2015
Q4 		$2.26M Sell
33,917
-560
-2% -$37.3K 1.26% 34
2015
Q3 		$2.19M Buy
34,477
+240
+0.7% +$15.7K 1.31% 33
2015
Q2 		$2.24M Buy
34,237
+720
+2% +$48.8K 1.23% 35
2015
Q1 		$2.32M Buy
33,517
+690
+2% +$47.7K 1.27% 36
2014
Q4 		$2.27M Buy
32,827
+1,203
+4% +$81.2K 1.33% 34
2014
Q3 		$2.06M Buy
31,624
+275
+0.9% +$18.1K 1.31% 37
2014
Q2 		$2.14M Buy
31,349
+610
+2% +$40.9K 1.35% 36
2014
Q1 		$1.99M Sell
30,739
-5,980
-16% -$377K 1.37% 36
2013
Q4 		$2.4M Buy
+36,719
New +$2.35M 1.7% 17

Other funds holding CL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Ascent Wealth Partners's CL Position: Q3 2026 in Review

Ascent Wealth Partners increased its Colgate-Palmolive (CL) stake by 3.8% in Q3 2026, buying an estimated $8.96K and bringing the position to 2,706 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #198.

Ascent Wealth Partners first reported a position in CL in Q4 2013 and has held it in 30 quarters since. The position peaked at $2.66M in Q4 2017. 639 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Ascent Wealth Partners held 2,706 shares of Colgate-Palmolive worth $231K as of Q3 2026.
  • Ascent Wealth Partners bought 99 Colgate-Palmolive shares in Q3 2026, an estimated $8.96K.
  • Colgate-Palmolive made up 0.02% of Ascent Wealth Partners's portfolio in Q3 2026, its #198 holding.
  • Ascent Wealth Partners first reported a position in Colgate-Palmolive in Q4 2013 and has held it in 30 quarters since.
  • Ascent Wealth Partners's Colgate-Palmolive position peaked at $2.66M in Q4 2017.
  • 639 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.