Creative Planning’s Colgate-Palmolive CL Stock Holding History

Creative 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
2015 Q2	–	Sell	-500	Closed	-$3K	–	1427
2015 Q1	$3K	Sell	500 -500	-50%	-$34.6K	﹤0.01%	3727
2014 Q4	$7K	Sell	1,000 -1,000	-50%	-$67.5K	﹤0.01%	3300
2014 Q3	$10K	Hold	2,000	–	–	﹤0.01%	2930
2014 Q2	$13K	Sell	2,000 -1,000	-33%	-$67K	﹤0.01%	2726
2014 Q1	$15K	Buy	+3,000	New	+$189K	﹤0.01%	2543

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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.