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CBIZ Investment Advisory Services’s Colgate-Palmolive CL Stock Holding History

CBIZ Investment Advisory Services’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 		$5.03K Hold
59
– – ﹤0.01% 226
2026
Q1 		$5.03K Sell
59
-264
-82% -$23.5K ﹤0.01% 226
2025
Q4 		$25.5K Buy
323
+150
+87% +$11.8K ﹤0.01% 233
2025
Q3 		$13.8K Buy
173
+51
+42% +$4.35K ﹤0.01% 302
2025
Q2 		$11.1K Buy
122
+92
+307% +$8.4K ﹤0.01% 338
2025
Q1 		$2.81K Buy
+30
New +$2.69K ﹤0.01% 442

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's CL Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Colgate-Palmolive (CL) position steady in Q2 2026 at 59 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

CBIZ Investment Advisory Services first reported a position in CL in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.5K in Q4 2025. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • CBIZ Investment Advisory Services held 59 shares of Colgate-Palmolive worth $5.03K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #226 holding.
  • CBIZ Investment Advisory Services first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Colgate-Palmolive position peaked at $25.5K in Q4 2025.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.