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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
Q3 		$1.33K Hold
15
– – ﹤0.01% 359
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

Burkett Financial Services's CL Position: Q3 2026 in Review

Burkett Financial Services held its Colgate-Palmolive (CL) position steady in Q3 2026 at 15 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Burkett Financial Services first reported a position in CL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.56K in Q3 2024. 106 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Burkett Financial Services held 15 shares of Colgate-Palmolive worth $1.33K as of Q3 2026.
  • Burkett Financial Services left its Colgate-Palmolive share count unchanged in Q3 2026.
  • Colgate-Palmolive made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #359 holding.
  • Burkett Financial Services first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 9 quarters since.
  • Burkett Financial Services's Colgate-Palmolive position peaked at $1.56K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.