Cornerstone Financial Management’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.1K Buy
165
+108
+189% +$9.45K 0.01% 348
2026
Q1
$4.86K Buy
57
+51
+850% +$4.54K ﹤0.01% 485
2025
Q4
$474 Buy
+6
New +$470 ﹤0.01% 1196

Other funds holding CL

Cornerstone Financial Management's CL Position: Q2 2026 in Review

Cornerstone Financial Management increased its Colgate-Palmolive (CL) stake by 189% in Q2 2026, buying an estimated $9.45K and bringing the position to 165 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #348.

Cornerstone Financial Management first reported a position in CL in Q4 2025 and has held it in 3 quarters since. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Cornerstone Financial Management held 165 shares of Colgate-Palmolive worth $15.1K as of Q2 2026.
  • Cornerstone Financial Management bought 108 Colgate-Palmolive shares in Q2 2026, an estimated $9.45K.
  • Colgate-Palmolive made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #348 holding.
  • Cornerstone Financial Management first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.