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Cornerstone Planning’s Colgate-Palmolive CL Stock Holding History

Cornerstone Planning’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 		$1.69M Buy
18,415
+188
+1% +$16.4K 0.39% 79
2026
Q1 		$1.55M Buy
18,227
+69
+0.4% +$6.15K 0.35% 89
2025
Q4 		$1.44M Buy
+18,158
New +$1.42M 0.33% 81
2024
Q4 		$506K Buy
+5,564
New +$531K 0.19% 92

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's CL Position: Q2 2026 in Review

Cornerstone Planning increased its Colgate-Palmolive (CL) stake by 1% in Q2 2026, buying an estimated $16.4K and bringing the position to 18,415 shares worth $1.69M. The position accounts for 0.39% of the portfolio, ranked #79.

Cornerstone Planning first reported a position in CL in Q4 2024 and has held it in 4 quarters since. 2,003 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Cornerstone Planning held 18,415 shares of Colgate-Palmolive worth $1.69M as of Q2 2026.
  • Cornerstone Planning bought 188 Colgate-Palmolive shares in Q2 2026, an estimated $16.4K.
  • Colgate-Palmolive made up 0.39% of Cornerstone Planning's portfolio in Q2 2026, its #79 holding.
  • Cornerstone Planning first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 4 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.