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Cooper Financial Group’s Colgate-Palmolive CL Stock Holding History

Cooper Financial 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
Q3 		$211K Sell
2,470
-477
-16% -$43.2K 0.02% 429
2026
Q2 		$270K Buy
2,947
+114
+4% +$9.97K 0.02% 363
2026
Q1 		$241K Buy
+2,833
New +$252K 0.02% 370
2021
Q1 		– Sell
-2,656
Closed -$227K – 257
2020
Q4 		$227K Buy
+2,656
New +$220K 0.05% 260

Other funds holding CL

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

Cooper Financial Group's CL Position: Q3 2026 in Review

Cooper Financial Group reduced its Colgate-Palmolive (CL) stake by 16% in Q3 2026, selling an estimated $43.2K and leaving 2,470 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #429.

Cooper Financial Group first reported a position in CL in Q4 2020 and has held it in 4 quarters since. The position peaked at $270K in Q2 2026. 106 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Cooper Financial Group held 2,470 shares of Colgate-Palmolive worth $211K as of Q3 2026.
  • Cooper Financial Group sold 477 Colgate-Palmolive shares in Q3 2026, an estimated $43.2K.
  • Colgate-Palmolive made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #429 holding.
  • Cooper Financial Group first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 4 quarters since.
  • Cooper Financial Group's Colgate-Palmolive position peaked at $270K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.