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 Q3	$698K	Buy	8,176 +953	+13%	+$86.3K	0.04%	117
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%	-$1.84K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Charles Schwab Trust's CL Position: Q3 2026 in Review

Charles Schwab Trust increased its Colgate-Palmolive (CL) stake by 13% in Q3 2026, buying an estimated $86.3K and bringing the position to 8,176 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #117.

Charles Schwab Trust first reported a position in CL in Q3 2023 and has held it in 13 quarters since. 1,143 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Charles Schwab Trust held 8,176 shares of Colgate-Palmolive worth $698K as of Q3 2026.
Charles Schwab Trust bought 953 Colgate-Palmolive shares in Q3 2026, an estimated $86.3K.
Colgate-Palmolive made up 0.04% of Charles Schwab Trust's portfolio in Q3 2026, its #117 holding.
Charles Schwab Trust first reported a position in Colgate-Palmolive in Q3 2023 and has held it in 13 quarters since.
1,143 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Charles Schwab Trust's 13F filing for Q3 2026, filed 15 Oct 2026.