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Crewe Advisors’s Colgate-Palmolive CL Stock Holding History

Crewe Advisors’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 		$89.3K Sell
974
-12
-1% -$1.05K 0.01% 356
2026
Q1 		$84K Sell
986
-90
-8% -$8.02K 0.01% 320
2025
Q4 		$85K Hold
1,076
– – 0.01% 305
2025
Q3 		$86K Sell
1,076
-129
-11% -$11K 0.01% 313
2025
Q2 		$110K Sell
1,205
-1
-0.1% -$91 0.02% 208
2025
Q1 		$113K Sell
1,206
-55
-4% -$4.92K 0.02% 186
2024
Q4 		$115K Sell
1,261
-994
-44% -$94.9K 0.02% 193
2024
Q3 		$234K Buy
2,255
+7
+0.3% +$713 0.03% 138
2024
Q2 		$218K Buy
2,248
+985
+78% +$90.9K 0.02% 170
2024
Q1 		$114K Buy
+1,263
New +$107K 0.01% 256
2023
Q4 		– Sell
-561
Closed -$39.9K – 463
2023
Q3 		$39.9K Sell
561
-6
-1% -$449 0.01% 157
2023
Q2 		$43.7K Buy
567
+17
+3% +$1.32K 0.01% 281
2023
Q1 		$41.3K Sell
550
-79
-13% -$5.87K 0.01% 332
2022
Q4 		$49.6K Sell
629
-158
-20% -$11.8K 0.01% 305
2022
Q3 		$55K Buy
787
+153
+24% +$12K 0.01% 305
2022
Q2 		$51K Buy
634
+134
+27% +$10.5K 0.01% 293
2022
Q1 		$38K Hold
500
– – 0.01% 245
2021
Q4 		$43K Buy
+500
New +$39K 0.01% 200
2020
Q4 		– Sell
-49
Closed -$4K – 484
2020
Q3 		$4K Buy
+49
New +$3.74K ﹤0.01% 387

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Crewe Advisors's CL Position: Q2 2026 in Review

Crewe Advisors reduced its Colgate-Palmolive (CL) stake by 1.2% in Q2 2026, selling an estimated $1.05K and leaving 974 shares worth $89.3K. The position accounts for 0.01% of the portfolio, ranked #356.

Crewe Advisors first reported a position in CL in Q3 2020 and has held it in 19 quarters since. The position peaked at $234K in Q3 2024. 668 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Crewe Advisors held 974 shares of Colgate-Palmolive worth $89.3K as of Q2 2026.
  • Crewe Advisors sold 12 Colgate-Palmolive shares in Q2 2026, an estimated $1.05K.
  • Colgate-Palmolive made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #356 holding.
  • Crewe Advisors first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 19 quarters since.
  • Crewe Advisors's Colgate-Palmolive position peaked at $234K in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.