Creative Planning’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
Q1
$33.1M Buy
388,818
+50,743
+15% +$4.52M 0.02% 292
2025
Q4
$26.7M Buy
338,075
+87,115
+35% +$6.83M 0.02% 308
2025
Q3
$20.1M Sell
250,960
-17,959
-7% -$1.53M 0.02% 362
2025
Q2
$24.4M Buy
268,919
+15,738
+6% +$1.44M 0.02% 295
2025
Q1
$23.7M Buy
253,181
+31,176
+14% +$2.79M 0.02% 288
2024
Q4
$20.2M Buy
222,005
+3,987
+2% +$380K 0.02% 296
2024
Q3
$22.6M Buy
218,018
+4,372
+2% +$446K 0.02% 257
2024
Q2
$20.7M Sell
213,646
-11,147
-5% -$1.03M 0.02% 262
2024
Q1
$20.2M Sell
224,793
-944
-0.4% -$80K 0.02% 260
2023
Q4
$18M Buy
225,737
+11,713
+5% +$881K 0.03% 261
2023
Q3
$15.2M Sell
214,024
-3,220
-1% -$241K 0.02% 281
2023
Q2
$16.7M Buy
217,244
+7,236
+3% +$560K 0.02% 252
2023
Q1
$15.8M Sell
210,008
-4,208
-2% -$313K 0.02% 251
2022
Q4
$16.9M Sell
214,216
-276
-0.1% -$20.7K 0.03% 236
2022
Q3
$15.1M Buy
214,492
+16,180
+8% +$1.27M 0.03% 225
2022
Q2
$15.9M Buy
198,312
+53,072
+37% +$4.15M 0.03% 228
2022
Q1
$11M Buy
145,240
+40,329
+38% +$3.19M 0.02% 302
2021
Q4
$8.95M Buy
104,911
+583
+0.6% +$45.5K 0.01% 304
2021
Q3
$7.88M Buy
104,328
+9,746
+10% +$774K 0.01% 307
2021
Q2
$7.69M Sell
94,582
-1,289
-1% -$105K 0.01% 309
2021
Q1
$7.56M Buy
95,871
+4,307
+5% +$338K 0.02% 321
2020
Q4
$7.83M Buy
91,564
+7,134
+8% +$590K 0.02% 302
2020
Q3
$6.51M Buy
84,430
+7,735
+10% +$590K 0.02% 278
2020
Q2
$5.62M Sell
76,695
-6,202
-7% -$441K 0.02% 273
2020
Q1
$5.5M Buy
82,897
+3,477
+4% +$245K 0.02% 245
2019
Q4
$5.47M Sell
79,420
-2,927
-4% -$200K 0.02% 282
2019
Q3
$6.05M Sell
82,347
-4,080
-5% -$296K 0.02% 254
2019
Q2
$6.19M Sell
86,427
-3,275
-4% -$232K 0.02% 248
2019
Q1
$6.15M Buy
89,702
+848
+1% +$54.8K 0.02% 236
2018
Q4
$5.29M Buy
88,854
+736
+0.8% +$46K 0.02% 236
2018
Q3
$5.9M Sell
88,118
-7,395
-8% -$493K 0.02% 243
2018
Q2
$6.19M Sell
95,513
-4,154
-4% -$272K 0.02% 224
2018
Q1
$7.14M Sell
99,667
-809
-0.8% -$58.2K 0.03% 185
2017
Q4
$7.58M Sell
100,476
-3,836
-4% -$280K 0.03% 174
2017
Q3
$7.6M Buy
104,312
+8,155
+8% +$588K 0.04% 172
2017
Q2
$7.13M Sell
96,157
-5,794
-6% -$430K 0.04% 175
2017
Q1
$7.46M Buy
101,951
+2,116
+2% +$148K 0.04% 168
2016
Q4
$6.53M Sell
99,835
-4,078
-4% -$280K 0.04% 176
2016
Q3
$7.7M Buy
103,913
+54,354
+110% +$4.02M 0.05% 153
2016
Q2
$3.63M Sell
49,559
-3,659
-7% -$261K 0.03% 213
2016
Q1
$3.76M Sell
53,218
-16,905
-24% -$1.12M 0.03% 192
2015
Q4
$4.67M Buy
70,123
+16,125
+30% +$1.07M 0.04% 170
2015
Q3
$3.43M Buy
53,998
+5,270
+11% +$344K 0.03% 203
2015
Q2
$3.19M Buy
48,728
+1,142
+2% +$77.5K 0.03% 201
2015
Q1
$3.3M Buy
47,586
+3,712
+8% +$257K 0.03% 197
2014
Q4
$3.04M Buy
43,874
+1,282
+3% +$86.6K 0.03% 198
2014
Q3
$2.78M Buy
42,592
+2,226
+6% +$147K 0.03% 190
2014
Q2
$2.75M Sell
40,366
-450
-1% -$30.2K 0.04% 184
2014
Q1
$2.65M Buy
40,816
+1,597
+4% +$101K 0.04% 160
2013
Q4
$2.56M Buy
39,219
+351
+0.9% +$22.5K 0.04% 152
2013
Q3
$2.31M Buy
38,868
+3,154
+9% +$187K 0.05% 133
2013
Q2
$2.05M Buy
+35,714
New +$2.12M 0.05% 129

Other funds holding CL

Creative Planning's CL Position: Q1 2026 in Review

Creative Planning increased its Colgate-Palmolive (CL) stake by 15% in Q1 2026, buying an estimated $4.52M and bringing the position to 388,818 shares worth $33.1M. The position accounts for 0.02% of the portfolio, ranked #292.

Creative Planning first reported a position in CL in Q2 2013 and has held it in 52 quarters since. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Creative Planning held 388,818 shares of Colgate-Palmolive worth $33.1M as of Q1 2026.
  • Creative Planning bought 50,743 Colgate-Palmolive shares in Q1 2026, an estimated $4.52M.
  • Colgate-Palmolive made up 0.02% of Creative Planning's portfolio in Q1 2026, its #292 holding.
  • Creative Planning first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 52 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.