Coastwise Capital Group’s Colgate-Palmolive CL Stock Holding History

Coastwise Capital Group’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	$256K	Buy	2,796 +16	+0.6%	+$1.4K	0.15%	118
2026 Q1	$237K	Sell	2,780 -785	-22%	-$70K	0.13%	119
2025 Q4	$282K	Buy	3,565 +416	+13%	+$32.6K	0.14%	124
2025 Q3	$252K	Buy	3,149 +12	+0.4%	+$1.02K	0.18%	111
2025 Q2	$285K	Buy	3,137 +11	+0.4%	+$1K	0.23%	99
2025 Q1	$293K	Sell	3,126 -827	-21%	-$74.1K	0.25%	95
2024 Q4	$359K	Buy	3,953 +17	+0.4%	+$1.62K	0.29%	79
2024 Q3	$409K	Buy	3,936 +221	+6%	+$22.5K	0.34%	76
2024 Q2	$361K	Sell	3,715 -430	-10%	-$39.7K	0.34%	76
2024 Q1	$373K	Sell	4,145 -8	-0.2%	-$678	0.35%	77
2023 Q4	$331K	Buy	+4,153	New	+$312K	0.34%	79
2023 Q3	–	Sell	-3,030	Closed	-$233K	–	113
2023 Q2	$233K	Sell	3,030 -600	-17%	-$46.4K	0.26%	97
2023 Q1	$273K	Buy	+3,630	New	+$270K	0.31%	86

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

Coastwise Capital Group's CL Position: Q2 2026 in Review

Coastwise Capital Group increased its Colgate-Palmolive (CL) stake by 0.58% in Q2 2026, buying an estimated $1.4K and bringing the position to 2,796 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #118.

Coastwise Capital Group first reported a position in CL in Q1 2023 and has held it in 13 quarters since. The position peaked at $409K in Q3 2024. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Coastwise Capital Group held 2,796 shares of Colgate-Palmolive worth $256K as of Q2 2026.
Coastwise Capital Group bought 16 Colgate-Palmolive shares in Q2 2026, an estimated $1.4K.
Colgate-Palmolive made up 0.15% of Coastwise Capital Group's portfolio in Q2 2026, its #118 holding.
Coastwise Capital Group first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 13 quarters since.
Coastwise Capital Group's Colgate-Palmolive position peaked at $409K in Q3 2024.
658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.