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Cary Street Partners Investment Advisory’s Colgate-Palmolive CL Stock Holding History

Cary Street Partners 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 		$170K Buy
1,851
+663
+56% +$58K 0.03% 408
2026
Q1 		$101K Buy
1,188
+418
+54% +$37.3K 0.03% 451
2025
Q4 		$60.8K Sell
770
-176
-19% -$13.8K 0.02% 490
2025
Q3 		$75.6K Buy
946
+35
+4% +$2.99K 0.03% 395
2025
Q2 		$82.8K Buy
911
+137
+18% +$12.5K 0.04% 346
2025
Q1 		$72.5K Buy
774
+230
+42% +$20.6K 0.04% 333
2024
Q4 		$49.5K Sell
544
-18,521
-97% -$1.77M 0.03% 319
2024
Q3 		$1.98M Sell
19,065
-215
-1% -$21.9K 0.07% 271
2024
Q2 		$1.87M Buy
19,280
+677
+4% +$62.5K 0.08% 260
2024
Q1 		$1.68M Buy
18,603
+13
+0.1% +$1.1K 0.07% 271
2023
Q4 		$1.48M Buy
18,590
+444
+2% +$33.4K 0.07% 267
2023
Q3 		$1.29M Buy
18,146
+10,964
+153% +$820K 0.07% 271
2023
Q2 		$553K Sell
7,182
-50
-0.7% -$3.87K 0.04% 341
2023
Q1 		$543K Sell
7,232
-742
-9% -$55.2K 0.04% 324
2022
Q4 		$628K Sell
7,974
-134
-2% -$10K 0.05% 300
2022
Q3 		$570K Sell
8,108
-220
-3% -$17.3K 0.05% 293
2022
Q2 		$667K Buy
8,328
+2,674
+47% +$209K 0.06% 265
2022
Q1 		$429K Buy
+5,654
New +$448K 0.12% 167
2021
Q3 		– Sell
-962
Closed -$78K – 260
2021
Q2 		$78K Hold
962
– – 0.03% 273
2021
Q1 		$76K Sell
962
-6,245
-87% -$489K 0.03% 252
2020
Q4 		$616K Sell
7,207
-26,905
-79% -$2.22M 0.12% 159
2020
Q3 		$2.63M Buy
+34,112
New +$2.6M 0.56% 55

Other funds holding CL

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM

Cary Street Partners Investment Advisory's CL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Colgate-Palmolive (CL) stake by 56% in Q2 2026, buying an estimated $58K and bringing the position to 1,851 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #408.

Cary Street Partners Investment Advisory first reported a position in CL in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.63M in Q3 2020. 975 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,851 shares of Colgate-Palmolive worth $170K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 663 Colgate-Palmolive shares in Q2 2026, an estimated $58K.
  • Colgate-Palmolive made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #408 holding.
  • Cary Street Partners Investment Advisory first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 22 quarters since.
  • Cary Street Partners Investment Advisory's Colgate-Palmolive position peaked at $2.63M in Q3 2020.
  • 975 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.