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Cape Investment Advisory’s Colgate-Palmolive CL Stock Holding History

Cape Investment Advisory’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 		$23.6K Buy
+257
New +$22.5K 0.01% 671
2026
Q1 		– Sell
-249
Closed -$19.7K – 382
2025
Q4 		$19.7K Buy
249
+45
+22% +$3.53K 0.01% 614
2025
Q3 		$16.3K Sell
204
-41
-17% -$3.5K 0.02% 341
2025
Q2 		$22.3K Buy
245
+3
+1% +$274 0.01% 489
2025
Q1 		$22.7K Sell
242
-3
-1% -$269 0.01% 456
2024
Q4 		$22.3K Buy
245
+203
+483% +$19.4K 0.01% 462
2024
Q3 		$4.36K Hold
42
– – ﹤0.01% 734
2024
Q2 		$4.08K Hold
42
– – ﹤0.01% 703
2024
Q1 		$3.78K Hold
42
– – ﹤0.01% 693
2023
Q4 		$3.35K Hold
42
– – ﹤0.01% 843
2023
Q3 		$2.99K Hold
42
– – ﹤0.01% 751
2023
Q2 		$3.24K Hold
42
– – ﹤0.01% 727
2023
Q1 		$3.16K Buy
+42
New +$3.12K ﹤0.01% 760

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

Cape Investment Advisory's CL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Colgate-Palmolive (CL) in Q2 2026: 257 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CL as recently as Q4 2025.

Cape Investment Advisory first reported a position in CL in Q1 2023 and has held it in 13 quarters since. 668 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Cape Investment Advisory held 257 shares of Colgate-Palmolive worth $23.6K as of Q2 2026.
  • Colgate-Palmolive was a new Cape Investment Advisory position in Q2 2026.
  • Colgate-Palmolive made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #671 holding.
  • Cape Investment Advisory first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 13 quarters since.
  • 668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.