Cypress Wealth Services’s Colgate-Palmolive CL Stock Holding History

Cypress Wealth Services’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	$377K	Sell	4,109 -129	-3%	-$11.3K	0.05%	290
2026 Q1	$361K	Buy	4,238 +80	+2%	+$7.13K	0.05%	273
2025 Q4	$329K	Buy	4,158 +1,534	+58%	+$120K	0.05%	281
2025 Q3	$210K	Buy	+2,624	New	+$224K	0.03%	324
2019 Q1	–	Sell	-3,420	Closed	-$204K	–	264
2018 Q4	$204K	Sell	3,420 -1,087	-24%	-$68K	0.08%	197
2018 Q3	$302K	Sell	4,507 -53	-1%	-$3.53K	0.11%	163
2018 Q2	$296K	Buy	+4,560	New	+$298K	0.11%	162
2018 Q1	–	Sell	-2,948	Closed	-$222K	–	199
2017 Q4	$222K	Buy	+2,948	New	+$215K	0.09%	181

Other funds holding CL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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) 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

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cypress Wealth Services's CL Position: Q2 2026 in Review

Cypress Wealth Services reduced its Colgate-Palmolive (CL) stake by 3% in Q2 2026, selling an estimated $11.3K and leaving 4,109 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #290.

Cypress Wealth Services first reported a position in CL in Q4 2017 and has held it in 8 quarters since. 470 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Cypress Wealth Services held 4,109 shares of Colgate-Palmolive worth $377K as of Q2 2026.
Cypress Wealth Services sold 129 Colgate-Palmolive shares in Q2 2026, an estimated $11.3K.
Colgate-Palmolive made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #290 holding.
Cypress Wealth Services first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 8 quarters since.
470 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.