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Beacon Investment Advisory Services’s Colgate-Palmolive CL Stock Holding History

Beacon Investment 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 		$628K Sell
6,853
-25
-0.4% -$2.19K 0.02% 169
2026
Q1 		$586K Hold
6,878
– – 0.02% 173
2025
Q4 		$544K Hold
6,878
– – 0.02% 169
2025
Q3 		$550K Hold
6,878
– – 0.02% 166
2025
Q2 		$625K Sell
6,878
-674
-9% -$61.5K 0.03% 158
2025
Q1 		$708K Sell
7,552
-290
-4% -$26K 0.03% 146
2024
Q4 		$713K Sell
7,842
-18,510
-70% -$1.77M 0.03% 151
2024
Q3 		$2.74M Sell
26,352
-325
-1% -$33.1K 0.11% 110
2024
Q2 		$2.59M Sell
26,677
-600
-2% -$55.3K 0.11% 111
2024
Q1 		$2.46M Sell
27,277
-400
-1% -$33.9K 0.11% 111
2023
Q4 		$2.21M Hold
27,677
– – 0.1% 116
2023
Q3 		$1.97M Sell
27,677
-75
-0.3% -$5.61K 0.1% 119
2023
Q2 		$2.14M Sell
27,752
-300
-1% -$23.2K 0.1% 122
2023
Q1 		$2.11M Sell
28,052
-687
-2% -$51.1K 0.1% 122
2022
Q4 		$2.26M Buy
28,739
+587
+2% +$44K 0.12% 117
2022
Q3 		$1.98M Sell
28,152
-200
-0.7% -$15.7K 0.11% 119
2022
Q2 		$2.27M Sell
28,352
-291
-1% -$22.8K 0.12% 123
2022
Q1 		$2.17M Sell
28,643
-2,591
-8% -$205K 0.09% 126
2021
Q4 		$2.67M Buy
31,234
+474
+2% +$37K 0.1% 122
2021
Q3 		$2.33M Sell
30,760
-100
-0.3% -$7.94K 0.1% 128
2021
Q2 		$2.51M Sell
30,860
-453
-1% -$37K 0.1% 128
2021
Q1 		$2.47M Sell
31,313
-187
-0.6% -$14.7K 0.11% 130
2020
Q4 		$2.69M Hold
31,500
– – 0.12% 120
2020
Q3 		$2.43M Sell
31,500
-447
-1% -$34.1K 0.13% 118
2020
Q2 		$2.34M Sell
31,947
-28
-0.1% -$1.99K 0.13% 115
2020
Q1 		$2.12M Sell
31,975
-406
-1% -$28.6K 0.15% 108
2019
Q4 		$2.23M Buy
32,381
+25,881
+398% +$1.76M 0.12% 124
2019
Q3 		$478K Sell
6,500
-441
-6% -$32K 0.05% 159
2019
Q2 		$497K Sell
6,941
-388
-5% -$27.5K 0.05% 140
2019
Q1 		$502K Sell
7,329
-4,870
-40% -$315K 0.05% 140
2018
Q4 		$726K Sell
12,199
-211
-2% -$13.2K 0.08% 134
2018
Q3 		$831K Sell
12,410
-13
-0.1% -$866 0.08% 126
2018
Q2 		$805K Sell
12,423
-1,314
-10% -$86K 0.08% 127
2018
Q1 		$985K Buy
13,737
+245
+2% +$17.6K 0.1% 115
2017
Q4 		$1.02M Sell
13,492
-2,577
-16% -$188K 0.11% 116
2017
Q3 		$1.17M Buy
+16,069
New +$1.16M 0.1% 119

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

Beacon Investment Advisory Services's CL Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Colgate-Palmolive (CL) stake by 0.36% in Q2 2026, selling an estimated $2.19K and leaving 6,853 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #169.

Beacon Investment Advisory Services first reported a position in CL in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.74M in Q3 2024. 623 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Beacon Investment Advisory Services held 6,853 shares of Colgate-Palmolive worth $628K as of Q2 2026.
  • Beacon Investment Advisory Services sold 25 Colgate-Palmolive shares in Q2 2026, an estimated $2.19K.
  • Colgate-Palmolive made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #169 holding.
  • Beacon Investment Advisory Services first reported a position in Colgate-Palmolive in Q3 2017 and has held it in 36 quarters since.
  • Beacon Investment Advisory Services's Colgate-Palmolive position peaked at $2.74M in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.