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

Cyndeo 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
Q2 		$1.13M Buy
12,319
+94
+0.8% +$8.22K 0.05% 246
2026
Q1 		$1.04M Buy
12,225
+66
+0.5% +$5.88K 0.05% 232
2025
Q4 		$961K Sell
12,159
-12
-0.1% -$941 0.05% 241
2025
Q3 		$973K Sell
12,171
-7
-0.1% -$597 0.05% 240
2025
Q2 		$1.11M Sell
12,178
-63
-0.5% -$5.75K 0.07% 214
2025
Q1 		$1.15M Sell
12,241
-19,710
-62% -$1.76M 0.08% 197
2024
Q4 		$2.9M Sell
31,951
-3,644
-10% -$348K 0.2% 130
2024
Q3 		$3.7M Buy
35,595
+24,037
+208% +$2.45M 0.26% 109
2024
Q2 		$1.12M Sell
11,558
-17
-0.1% -$1.57K 0.09% 197
2024
Q1 		$1.04M Buy
11,575
+6
+0.1% +$508 0.09% 195
2023
Q4 		$922K Buy
11,569
+44
+0.4% +$3.31K 0.09% 190
2023
Q3 		$820K Hold
11,525
– – 0.09% 188
2023
Q2 		$888K Hold
11,525
– – 0.09% 175
2023
Q1 		$866K Buy
11,525
+200
+2% +$14.9K 0.09% 179
2022
Q4 		$892K Buy
+11,325
New +$849K 0.1% 178

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

Cyndeo Wealth Partners's CL Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Colgate-Palmolive (CL) stake by 0.77% in Q2 2026, buying an estimated $8.22K and bringing the position to 12,319 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #246.

Cyndeo Wealth Partners first reported a position in CL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.7M in Q3 2024. 621 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Cyndeo Wealth Partners held 12,319 shares of Colgate-Palmolive worth $1.13M as of Q2 2026.
  • Cyndeo Wealth Partners bought 94 Colgate-Palmolive shares in Q2 2026, an estimated $8.22K.
  • Colgate-Palmolive made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #246 holding.
  • Cyndeo Wealth Partners first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Colgate-Palmolive position peaked at $3.7M in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.