CFP
CL icon

Cascade Financial Partners’s Colgate-Palmolive CL Stock Holding History

Cascade Financial Partners’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 		$280K Hold
3,051
– – 0.02% 235
2026
Q1 		$260K Sell
3,051
-730
-19% -$65.1K 0.03% 222
2025
Q4 		$299K Sell
3,781
-854
-18% -$67K 0.03% 207
2025
Q3 		$371K Buy
4,635
+20
+0.4% +$1.71K 0.04% 187
2025
Q2 		$420K Hold
4,615
– – 0.05% 173
2025
Q1 		$432K Hold
4,615
– – 0.05% 166
2024
Q4 		$420K Sell
4,615
-250
-5% -$23.9K 0.05% 152
2024
Q3 		$485K Sell
4,865
-200
-4% -$20.4K 0.06% 143
2024
Q2 		$492K Buy
5,065
+100
+2% +$9.22K 0.06% 141
2024
Q1 		$426K Buy
+4,965
New +$421K 0.06% 145

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

Cascade Financial Partners's CL Position: Q2 2026 in Review

Cascade Financial Partners held its Colgate-Palmolive (CL) position steady in Q2 2026 at 3,051 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #235.

Cascade Financial Partners first reported a position in CL in Q1 2024 and has held it in 10 quarters since. The position peaked at $492K in Q2 2024. 2,025 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Cascade Financial Partners held 3,051 shares of Colgate-Palmolive worth $280K as of Q2 2026.
  • Cascade Financial Partners left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #235 holding.
  • Cascade Financial Partners first reported a position in Colgate-Palmolive in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Colgate-Palmolive position peaked at $492K in Q2 2024.
  • 2,025 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.