Baker Tilly Wealth Management’s Colgate-Palmolive CL Stock Holding History

Baker Tilly 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	$201K	Buy	+2,191	New	+$192K	0.04%	281
2024 Q3	–	Sell	-3,407	Closed	-$331K	–	242
2024 Q2	$331K	Sell	3,407 -3,319	-49%	-$306K	0.14%	182
2024 Q1	$606K	Sell	6,726 -225	-3%	-$19.1K	0.11%	210
2023 Q4	$554K	Buy	+6,951	New	+$523K	0.09%	259
2022 Q4	–	Sell	-3,610	Closed	-$254K	–	544
2022 Q3	$254K	Sell	3,610 -31	-0.9%	-$2.43K	0.03%	435
2022 Q2	$292K	Buy	+3,641	New	+$285K	0.04%	416
2022 Q1	–	Sell	-11,499	Closed	-$981K	–	531
2021 Q4	$981K	Sell	11,499 -670	-6%	-$52.3K	0.11%	199
2021 Q3	$920K	Buy	12,169 +3,763	+45%	+$299K	0.12%	182
2021 Q2	$684K	Buy	8,406 +127	+2%	+$10.4K	0.11%	205
2021 Q1	$653K	Buy	+8,279	New	+$649K	0.13%	194

Other funds holding CL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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) 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

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Baker Tilly Wealth Management's CL Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Colgate-Palmolive (CL) in Q2 2026: 2,191 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #281 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in CL as recently as Q2 2024.

Baker Tilly Wealth Management first reported a position in CL in Q1 2021 and has held it in 10 quarters since. The position peaked at $981K in Q4 2021. 447 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Baker Tilly Wealth Management held 2,191 shares of Colgate-Palmolive worth $201K as of Q2 2026.
Colgate-Palmolive was a new Baker Tilly Wealth Management position in Q2 2026.
Colgate-Palmolive made up 0.04% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #281 holding.
Baker Tilly Wealth Management first reported a position in Colgate-Palmolive in Q1 2021 and has held it in 10 quarters since.
Baker Tilly Wealth Management's Colgate-Palmolive position peaked at $981K in Q4 2021.
447 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.