Cardinal Point Capital Management’s Colgate-Palmolive CL Stock Holding History

Cardinal Point Capital Management’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	$1.39M	Sell	15,138 -2,531	-14%	-$221K	0.08%	108
2026 Q1	$1.51M	Sell	17,669 -291	-2%	-$25.9K	0.09%	97
2025 Q4	$1.42M	Buy	17,960 +53	+0.3%	+$4.16K	0.09%	100
2025 Q3	$1.41M	Buy	17,907 +2,701	+18%	+$230K	0.1%	98
2025 Q2	$1.38M	Buy	15,206 +4,325	+40%	+$395K	0.11%	88
2025 Q1	$1.46M	Buy	10,881 +6,161	+131%	+$552K	0.13%	75
2024 Q4	$429K	Buy	4,720 +70	+2%	+$6.68K	0.07%	58
2024 Q3	$483K	Hold	4,650	–	–	0.08%	54
2024 Q2	$451K	Sell	4,650 -460	-9%	-$42.4K	0.08%	56
2024 Q1	$460K	Hold	5,110	–	–	0.09%	49
2023 Q4	$407K	Hold	5,110	–	–	0.1%	49
2023 Q3	$363K	Hold	5,110	–	–	0.1%	54
2023 Q2	$394K	Hold	5,110	–	–	0.12%	49
2023 Q1	$384K	Hold	5,110	–	–	0.12%	58
2022 Q4	$403K	Buy	+5,110	New	+$383K	0.14%	46

Other funds holding CL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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) 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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Cardinal Point Capital Management's CL Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Colgate-Palmolive (CL) stake by 14% in Q2 2026, selling an estimated $221K and leaving 15,138 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #108.

Cardinal Point Capital Management first reported a position in CL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q1 2026. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Cardinal Point Capital Management held 15,138 shares of Colgate-Palmolive worth $1.39M as of Q2 2026.
Cardinal Point Capital Management sold 2,531 Colgate-Palmolive shares in Q2 2026, an estimated $221K.
Colgate-Palmolive made up 0.08% of Cardinal Point Capital Management's portfolio in Q2 2026, its #108 holding.
Cardinal Point Capital Management first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 15 quarters since.
Cardinal Point Capital Management's Colgate-Palmolive position peaked at $1.51M in Q1 2026.
597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.