Boit C.F. David’s Colgate-Palmolive CL Stock Holding History

Boit C.F. David’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	$1.38M	Hold	16,200	–	–	0.57%	40
2026 Q2	$1.49M	Hold	16,200	–	–	0.63%	36
2026 Q1	$1.38M	Hold	16,200	–	–	0.61%	37
2025 Q4	$1.32M	Hold	16,200	–	–	0.57%	36
2025 Q3	$1.3M	Hold	16,200	–	–	0.59%	38
2025 Q2	$1.47M	Hold	16,200	–	–	0.71%	32
2025 Q1	$1.52M	Sell	16,200 -2,000	-11%	-$179K	0.76%	30
2024 Q4	$1.65M	Sell	18,200 -2,400	-12%	-$229K	0.67%	31
2024 Q3	$2.1M	Hold	20,600	–	–	1.04%	29
2024 Q2	$2M	Hold	20,600	–	–	1.04%	28
2024 Q1	$1.89M	Hold	20,600	–	–	1.03%	28
2023 Q4	$1.65M	Buy	20,600 +200	+1%	+$15K	0.93%	29
2023 Q3	$1.44M	Hold	20,400	–	–	0.99%	29
2023 Q2	$1.57M	Hold	20,400	–	–	1.04%	28
2023 Q1	$1.54M	Hold	20,400	–	–	1.05%	29
2022 Q4	$1.61M	Hold	20,400	–	–	1.15%	29
2022 Q3	$1.43M	Buy	+20,400	New	+$1.6M	1.16%	27
2022 Q1	$1.77M	Sell	23,400 -200	-0.8%	-$15.8K	1.17%	28
2021 Q4	$2.01M	Hold	23,600	–	–	1.28%	28
2021 Q3	$1.78M	Hold	23,600	–	–	1.22%	28
2021 Q2	$1.92M	Buy	+23,600	New	+$1.93M	1.46%	24

Other funds holding CL

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Boit C.F. David's CL Position: Q3 2026 in Review

Boit C.F. David held its Colgate-Palmolive (CL) position steady in Q3 2026 at 16,200 shares worth $1.38M. The position accounts for 0.57% of the portfolio, ranked #40.

Boit C.F. David first reported a position in CL in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.1M in Q3 2024. 1,051 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Boit C.F. David held 16,200 shares of Colgate-Palmolive worth $1.38M as of Q3 2026.
Boit C.F. David left its Colgate-Palmolive share count unchanged in Q3 2026.
Colgate-Palmolive made up 0.57% of Boit C.F. David's portfolio in Q3 2026, its #40 holding.
Boit C.F. David first reported a position in Colgate-Palmolive in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's Colgate-Palmolive position peaked at $2.1M in Q3 2024.
1,051 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.