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Center for Financial Planning’s Colgate-Palmolive CL Stock Holding History

Center for Financial Planning’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 		$1.97M Hold
21,512
– – 0.18% 44
2026
Q1 		$1.83M Hold
21,512
– – 0.19% 44
2025
Q4 		$1.7M Sell
21,512
-100
-0.5% -$7.84K 0.18% 48
2025
Q3 		$1.73M Hold
21,612
– – 0.18% 47
2025
Q2 		$1.96M Hold
21,612
– – 0.23% 41
2025
Q1 		$2.03M Hold
21,612
– – 0.26% 36
2024
Q4 		$1.96M Buy
21,612
+100
+0.5% +$9.54K 0.26% 34
2024
Q3 		$2.23M Sell
21,512
-787
-4% -$80.2K 0.3% 28
2024
Q2 		$2.16M Hold
22,299
– – 0.31% 27
2024
Q1 		$2.01M Hold
22,299
– – 0.3% 30
2023
Q4 		$1.78M Hold
22,299
– – 0.33% 30
2023
Q3 		$1.59M Hold
22,299
– – 0.34% 30
2023
Q2 		$1.72M Hold
22,299
– – 0.36% 29
2023
Q1 		$1.68M Hold
22,299
– – 0.39% 28
2022
Q4 		$1.76M Hold
22,299
– – 0.43% 27
2022
Q3 		$1.57M Buy
22,299
+7,739
+53% +$607K 0.42% 28
2022
Q2 		$1.17M Hold
14,560
– – 0.3% 37
2022
Q1 		$1.1M Hold
14,560
– – 0.23% 48
2021
Q4 		$1.24M Hold
14,560
– – 0.25% 42
2021
Q3 		$1.1M Hold
14,560
– – 0.27% 44
2021
Q2 		$1.18M Sell
14,560
-138
-0.9% -$11.3K 0.29% 42
2021
Q1 		$1.16M Sell
14,698
-150
-1% -$11.8K 0.3% 40
2020
Q4 		$1.27M Hold
14,848
– – 0.36% 32
2020
Q3 		$1.15M Hold
14,848
– – 0.37% 30
2020
Q2 		$1.09M Sell
14,848
-45
-0.3% -$3.2K 0.38% 32
2020
Q1 		$988K Sell
14,893
-1,718
-10% -$121K 0.33% 34
2019
Q4 		$1.14M Buy
+16,611
New +$1.13M 0.29% 31

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

Center for Financial Planning's CL Position: Q2 2026 in Review

Center for Financial Planning held its Colgate-Palmolive (CL) position steady in Q2 2026 at 21,512 shares worth $1.97M. The position accounts for 0.18% of the portfolio, ranked #44.

Center for Financial Planning first reported a position in CL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.23M in Q3 2024. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Center for Financial Planning held 21,512 shares of Colgate-Palmolive worth $1.97M as of Q2 2026.
  • Center for Financial Planning left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.18% of Center for Financial Planning's portfolio in Q2 2026, its #44 holding.
  • Center for Financial Planning first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Colgate-Palmolive position peaked at $2.23M in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.