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Cornerstone Planning Group’s Colgate-Palmolive CL Stock Holding History

Cornerstone Planning 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 		$44.9K Buy
490
+4
+0.8% +$350 0.01% 428
2026
Q1 		$41.9K Buy
486
+120
+33% +$10.7K 0.01% 447
2025
Q4 		$31.1K Buy
366
+2
+0.5% +$157 ﹤0.01% 464
2025
Q3 		$27.9K Buy
364
+1
+0.3% +$85 ﹤0.01% 484
2025
Q2 		$30.2K Buy
363
+61
+20% +$5.57K 0.01% 330
2025
Q1 		$28.4K Buy
302
+287
+1,913% +$25.7K 0.01% 338
2024
Q4 		$1.37K Buy
15
+2
+15% +$191 ﹤0.01% 891
2024
Q3 		$1.23K Buy
13
+3
+30% +$306 ﹤0.01% 890
2024
Q2 		$1.01K Buy
+10
New +$922 ﹤0.01% 935

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

Cornerstone Planning Group's CL Position: Q2 2026 in Review

Cornerstone Planning Group increased its Colgate-Palmolive (CL) stake by 0.82% in Q2 2026, buying an estimated $350 and bringing the position to 490 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #428.

Cornerstone Planning Group first reported a position in CL in Q2 2024 and has held it in 9 quarters since. 2,025 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Cornerstone Planning Group held 490 shares of Colgate-Palmolive worth $44.9K as of Q2 2026.
  • Cornerstone Planning Group bought 4 Colgate-Palmolive shares in Q2 2026, an estimated $350.
  • Colgate-Palmolive made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #428 holding.
  • Cornerstone Planning Group first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 9 quarters since.
  • 2,025 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.