Charles Schwab Trust’s Colgate-Palmolive CL Stock Holding History

Charles Schwab Trust’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	$662K	Buy	7,223 +5	+0.1%	+$437	0.04%	118
2026 Q1	$615K	Buy	7,218 +63	+0.9%	+$5.62K	0.04%	103
2025 Q4	$565K	Sell	7,155 -46	-0.6%	-$3.61K	0.04%	109
2025 Q3	$576K	Hold	7,201	–	–	0.04%	112
2025 Q2	$655K	Hold	7,201	–	–	0.05%	105
2025 Q1	$675K	Buy	7,201 +1,600	+29%	+$143K	0.06%	101
2024 Q4	$509K	Hold	5,601	–	–	0.04%	109
2024 Q3	$581K	Sell	5,601 -18	-0.3%	-$1.83K	0.05%	106
2024 Q2	$545K	Buy	5,619 +119	+2%	+$11K	0.05%	107
2024 Q1	$495K	Hold	5,500	–	–	0.05%	112
2023 Q4	$438K	Hold	5,500	–	–	0.04%	122
2023 Q3	$391K	Buy	+5,500	New	+$411K	0.04%	128

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

Charles Schwab Trust's CL Position: Q2 2026 in Review

Charles Schwab Trust increased its Colgate-Palmolive (CL) stake by 0.07% in Q2 2026, buying an estimated $437 and bringing the position to 7,223 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #118.

Charles Schwab Trust first reported a position in CL in Q3 2023 and has held it in 12 quarters since. The position peaked at $675K in Q1 2025. 645 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Charles Schwab Trust held 7,223 shares of Colgate-Palmolive worth $662K as of Q2 2026.
Charles Schwab Trust bought 5 Colgate-Palmolive shares in Q2 2026, an estimated $437.
Colgate-Palmolive made up 0.04% of Charles Schwab Trust's portfolio in Q2 2026, its #118 holding.
Charles Schwab Trust first reported a position in Colgate-Palmolive in Q3 2023 and has held it in 12 quarters since.
Charles Schwab Trust's Colgate-Palmolive position peaked at $675K in Q1 2025.
645 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.