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Caldwell Trust’s Colgate-Palmolive CL Stock Holding History

Caldwell Trust’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 		$1.4M Hold
15,219
– – 0.11% 144
2026
Q1 		$1.3M Sell
15,219
-32
-0.2% -$2.85K 0.12% 144
2025
Q4 		$1.21M Hold
15,251
– – 0.11% 151
2025
Q3 		$1.22M Buy
15,251
+3,630
+31% +$310K 0.11% 155
2025
Q2 		$1.06M Sell
11,621
-400
-3% -$36.5K 0.11% 161
2025
Q1 		$1.13M Buy
12,021
+69
+0.6% +$6.18K 0.12% 150
2024
Q4 		$1.09M Sell
11,952
-1,968
-14% -$188K 0.11% 147
2024
Q3 		$1.45M Buy
13,920
+88
+0.6% +$8.97K 0.15% 126
2024
Q2 		$1.34M Sell
13,832
-891
-6% -$82.2K 0.15% 127
2024
Q1 		$1.33M Hold
14,723
– – 0.15% 126
2023
Q4 		$1.17M Sell
14,723
-414
-3% -$31.1K 0.15% 125
2023
Q3 		$1.08M Sell
15,137
-100
-0.7% -$7.48K 0.15% 126
2023
Q2 		$1.17M Sell
15,237
-81
-0.5% -$6.27K 0.15% 127
2023
Q1 		$1.15M Sell
15,318
-651
-4% -$48.4K 0.16% 126
2022
Q4 		$1.26M Hold
15,969
– – 0.18% 116
2022
Q3 		$1.12M Hold
15,969
– – 0.17% 118
2022
Q2 		$1.28M Sell
15,969
-30
-0.2% -$2.35K 0.18% 111
2022
Q1 		$1.21M Sell
15,999
-101
-0.6% -$8K 0.14% 123
2021
Q4 		$1.37M Sell
16,100
-86
-0.5% -$6.72K 0.16% 115
2021
Q3 		$1.22M Sell
16,186
-1,300
-7% -$103K 0.15% 120
2021
Q2 		$1.42M Sell
17,486
-550
-3% -$45K 0.19% 101
2021
Q1 		$1.42M Hold
18,036
– – 0.2% 102
2020
Q4 		$1.54M Buy
18,036
+130
+0.7% +$10.8K 0.23% 93
2020
Q3 		$1.38M Sell
17,906
-600
-3% -$45.7K 0.23% 96
2020
Q2 		$1.36M Sell
18,506
-200
-1% -$14.2K 0.23% 97
2020
Q1 		$1.24M Sell
18,706
-340
-2% -$24K 0.24% 92
2019
Q4 		$1.31M Buy
+19,046
New +$1.3M 0.2% 106

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caldwell Trust's CL Position: Q2 2026 in Review

Caldwell Trust held its Colgate-Palmolive (CL) position steady in Q2 2026 at 15,219 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #144.

Caldwell Trust first reported a position in CL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.54M in Q4 2020. 2,013 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Caldwell Trust held 15,219 shares of Colgate-Palmolive worth $1.4M as of Q2 2026.
  • Caldwell Trust left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.11% of Caldwell Trust's portfolio in Q2 2026, its #144 holding.
  • Caldwell Trust first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Colgate-Palmolive position peaked at $1.54M in Q4 2020.
  • 2,013 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.