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Churchill Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Churchill Financial Advisors’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 		$275K Hold
3,000
– – 0.05% 114
2026
Q1 		$256K Hold
3,000
– – 0.05% 117
2025
Q4 		$237K Buy
+3,000
New +$235K 0.07% 115

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

Churchill Financial Advisors's CL Position: Q2 2026 in Review

Churchill Financial Advisors held its Colgate-Palmolive (CL) position steady in Q2 2026 at 3,000 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #114.

Churchill Financial Advisors first reported a position in CL in Q4 2025 and has held it in 3 quarters since. 2,013 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Churchill Financial Advisors held 3,000 shares of Colgate-Palmolive worth $275K as of Q2 2026.
  • Churchill Financial Advisors left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.05% of Churchill Financial Advisors's portfolio in Q2 2026, its #114 holding.
  • Churchill Financial Advisors first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • 2,013 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.