Baron Financial Group
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Baron Financial Group’s Colgate-Palmolive CL Stock Holding History

Baron Financial Group’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 		$291K Hold
3,415
– – 0.14% 48
2026
Q2 		$313K Hold
3,415
– – 0.15% 48
2026
Q1 		$291K Hold
3,415
– – 0.16% 47
2025
Q4 		$270K Hold
3,415
– – 0.14% 47
2025
Q3 		$273K Sell
3,415
-50
-1% -$4.26K 0.15% 45
2025
Q2 		$315K Sell
3,465
-25
-0.7% -$2.28K 0.18% 41
2025
Q1 		$327K Hold
3,490
– – 0.21% 41
2024
Q4 		$317K Hold
3,490
– – 0.2% 41
2024
Q3 		$362K Hold
3,490
– – 0.22% 41
2024
Q2 		$339K Hold
3,490
– – 0.22% 41
2024
Q1 		$314K Hold
3,490
– – 0.19% 43
2023
Q4 		$278K Sell
3,490
-33
-0.9% -$2.48K 0.18% 44
2023
Q3 		$251K Hold
3,523
– – 0.16% 43
2023
Q2 		$271K Sell
3,523
-30
-0.8% -$2.32K 0.17% 42
2023
Q1 		$267K Sell
3,553
-50
-1% -$3.72K 0.17% 43
2022
Q4 		$284K Hold
3,603
– – 0.19% 46
2022
Q3 		$253K Sell
3,603
-135
-4% -$10.6K 0.17% 46
2022
Q2 		$300K Sell
3,738
-100
-3% -$7.82K 0.2% 36
2022
Q1 		$291K Sell
3,838
-300
-7% -$23.8K 0.17% 42
2021
Q4 		$353K Hold
4,138
– – 0.2% 36
2021
Q3 		$313K Hold
4,138
– – 0.19% 39
2021
Q2 		$337K Sell
4,138
-100
-2% -$8.18K 0.21% 36
2021
Q1 		$334K Sell
4,238
-800
-16% -$62.7K 0.23% 37
2020
Q4 		$431K Sell
5,038
-500
-9% -$41.3K 0.34% 35
2020
Q3 		$427K Buy
+5,538
New +$422K 0.4% 31

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Baron Financial Group's CL Position: Q3 2026 in Review

Baron Financial Group held its Colgate-Palmolive (CL) position steady in Q3 2026 at 3,415 shares worth $291K. The position accounts for 0.14% of the portfolio, ranked #48.

Baron Financial Group first reported a position in CL in Q3 2020 and has held it in 25 quarters since. The position peaked at $431K in Q4 2020. 1,212 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Baron Financial Group held 3,415 shares of Colgate-Palmolive worth $291K as of Q3 2026.
  • Baron Financial Group left its Colgate-Palmolive share count unchanged in Q3 2026.
  • Colgate-Palmolive made up 0.14% of Baron Financial Group's portfolio in Q3 2026, its #48 holding.
  • Baron Financial Group first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's Colgate-Palmolive position peaked at $431K in Q4 2020.
  • 1,212 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.