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Burkett Financial Services’s Colgate-Palmolive CL Stock Holding History

Burkett Financial 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 		$1.43K Hold
15
– – ﹤0.01% 245
2026
Q1 		$1.32K Hold
15
– – ﹤0.01% 229
2025
Q4 		$1.21K Hold
15
– – ﹤0.01% 218
2025
Q3 		$1.22K Hold
15
– – ﹤0.01% 206
2025
Q2 		$1.38K Hold
15
– – ﹤0.01% 208
2025
Q1 		$1.41K Hold
15
– – ﹤0.01% 231
2024
Q4 		$1.36K Hold
15
– – ﹤0.01% 200
2024
Q3 		$1.56K Buy
+15
New +$1.53K ﹤0.01% 193

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
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Burkett Financial Services's CL Position: Q2 2026 in Review

Burkett Financial Services held its Colgate-Palmolive (CL) position steady in Q2 2026 at 15 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Burkett Financial Services first reported a position in CL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.56K in Q3 2024. 449 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Burkett Financial Services held 15 shares of Colgate-Palmolive worth $1.43K as of Q2 2026.
  • Burkett Financial Services left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #245 holding.
  • Burkett Financial Services first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 8 quarters since.
  • Burkett Financial Services's Colgate-Palmolive position peaked at $1.56K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.