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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
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

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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Baron Financial Group's CL Position: Q2 2026 in Review

Baron Financial Group held its Colgate-Palmolive (CL) position steady in Q2 2026 at 3,415 shares worth $313K. The position accounts for 0.15% of the portfolio, ranked #48.

Baron Financial Group first reported a position in CL in Q3 2020 and has held it in 24 quarters since. The position peaked at $431K in Q4 2020. 414 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Baron Financial Group held 3,415 shares of Colgate-Palmolive worth $313K as of Q2 2026.
  • Baron Financial Group left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.15% of Baron Financial Group's portfolio in Q2 2026, its #48 holding.
  • Baron Financial Group first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's Colgate-Palmolive position peaked at $431K in Q4 2020.
  • 414 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.