Curated Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Curated Wealth Partners’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 Q3	$685K	Buy	8,027 +2,998	+60%	+$271K	0.06%	199
2026 Q2	$461K	Sell	5,029 -9,432	-65%	-$825K	0.05%	114
2026 Q1	$1.23M	Sell	14,461 -1,422	-9%	-$127K	0.16%	52
2025 Q4	$1.26M	Buy	15,883 +742	+5%	+$58.2K	0.14%	55
2025 Q3	$1.21M	Buy	15,141 +2,971	+24%	+$253K	0.15%	48
2025 Q2	$1.11M	Buy	12,170 +1,574	+15%	+$144K	0.13%	48
2025 Q1	$993K	Buy	+10,596	New	+$949K	0.13%	53

Other funds holding CL

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Curated Wealth Partners's CL Position: Q3 2026 in Review

Curated Wealth Partners increased its Colgate-Palmolive (CL) stake by 60% in Q3 2026, buying an estimated $271K and bringing the position to 8,027 shares worth $685K. The position accounts for 0.06% of the portfolio, ranked #199.

Curated Wealth Partners first reported a position in CL in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2025. 848 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Curated Wealth Partners held 8,027 shares of Colgate-Palmolive worth $685K as of Q3 2026.
Curated Wealth Partners bought 2,998 Colgate-Palmolive shares in Q3 2026, an estimated $271K.
Colgate-Palmolive made up 0.06% of Curated Wealth Partners's portfolio in Q3 2026, its #199 holding.
Curated Wealth Partners first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 7 quarters since.
Curated Wealth Partners's Colgate-Palmolive position peaked at $1.26M in Q4 2025.
848 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.