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Beaird Harris Wealth Management’s Colgate-Palmolive CL Stock Holding History

Beaird Harris 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 		$109K Buy
1,183
+3
+0.3% +$262 0.01% 204
2026
Q1 		$101K Buy
1,180
+3
+0.3% +$267 0.01% 189
2025
Q4 		$93K Buy
1,177
+4
+0.3% +$314 0.01% 199
2025
Q3 		$93.8K Sell
1,173
-18
-2% -$1.53K 0.01% 188
2025
Q2 		$108K Buy
1,191
+32
+3% +$2.92K 0.01% 177
2025
Q1 		$109K Buy
1,159
+4
+0.3% +$358 0.01% 162
2024
Q4 		$105K Buy
1,155
+3
+0.3% +$286 0.01% 170
2024
Q3 		$120K Buy
1,152
+2
+0.2% +$204 0.01% 161
2024
Q2 		$112K Buy
1,150
+3
+0.3% +$277 0.01% 157
2024
Q1 		$103K Buy
1,147
+3
+0.3% +$254 0.01% 154
2023
Q4 		$91.2K Buy
1,144
+4
+0.4% +$301 0.01% 148
2023
Q3 		$81.1K Buy
1,140
+3
+0.3% +$224 0.01% 137
2023
Q2 		$87.6K Buy
1,137
+3
+0.3% +$232 0.01% 139
2023
Q1 		$85.2K Sell
1,134
-290
-20% -$21.6K 0.02% 136
2022
Q4 		$112K Buy
1,424
+297
+26% +$22.3K 0.02% 124
2022
Q3 		$79K Buy
1,127
+3
+0.3% +$235 0.02% 128
2022
Q2 		$90K Buy
1,124
+3
+0.3% +$235 0.02% 102
2022
Q1 		$85K Buy
1,121
+3
+0.3% +$238 0.03% 149
2021
Q4 		$95K Buy
+1,118
New +$87.3K 0.03% 171

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

Beaird Harris Wealth Management's CL Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Colgate-Palmolive (CL) stake by 0.25% in Q2 2026, buying an estimated $262 and bringing the position to 1,183 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #204.

Beaird Harris Wealth Management first reported a position in CL in Q4 2021 and has held it in 19 quarters since. The position peaked at $120K in Q3 2024. 671 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Beaird Harris Wealth Management held 1,183 shares of Colgate-Palmolive worth $109K as of Q2 2026.
  • Beaird Harris Wealth Management bought 3 Colgate-Palmolive shares in Q2 2026, an estimated $262.
  • Colgate-Palmolive made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Beaird Harris Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Colgate-Palmolive position peaked at $120K in Q3 2024.
  • 671 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.