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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's CL Position: Q2 2026 in Review

Creative Planning increased its Colgate-Palmolive (CL) stake by 14% in Q2 2026, buying an estimated $4.89M and bringing the position to 444,673 shares worth $40.8M. The position accounts for 0.02% of the portfolio, ranked #280.

Creative Planning first reported a position in CL in Q2 2013 and has held it in 53 quarters since. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Creative Planning held 444,673 shares of Colgate-Palmolive worth $40.8M as of Q2 2026.
Creative Planning bought 55,855 Colgate-Palmolive shares in Q2 2026, an estimated $4.89M.
Colgate-Palmolive made up 0.02% of Creative Planning's portfolio in Q2 2026, its #280 holding.
Creative Planning first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 53 quarters since.
2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.