Diversify Advisory Services
CL icon

Diversify Advisory Services’s Colgate-Palmolive CL Stock Holding History

Diversify Advisory 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
Q3 		$1.09M Sell
11,737
-228
-2% -$20.6K 0.02% 633
2026
Q2 		$1.1M Buy
+11,965
New +$1.05M 0.02% 595
2026
Q1 		– Sell
-20,268
Closed -$1.71M – 323
2025
Q4 		$1.71M Buy
20,268
+2,798
+16% +$219K 0.05% 252
2025
Q3 		$1.31M Buy
17,470
+4,367
+33% +$373K 0.04% 299
2025
Q2 		$1.11M Buy
13,103
+10,393
+384% +$949K 0.04% 305
2025
Q1 		$250K Sell
2,710
-476
-15% -$42.6K 0.02% 551
2024
Q4 		$275K Sell
3,186
-6,157
-66% -$588K 0.02% 506
2024
Q3 		$931K Sell
9,343
-607
-6% -$61.9K 0.05% 263
2024
Q2 		$966K Sell
9,950
-277
-3% -$25.6K 0.05% 250
2024
Q1 		$911K Buy
+10,227
New +$867K 0.05% 272

Other funds holding CL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Diversify Advisory Services's CL Position: Q3 2026 in Review

Diversify Advisory Services reduced its Colgate-Palmolive (CL) stake by 1.9% in Q3 2026, selling an estimated $20.6K and leaving 11,737 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #633.

Diversify Advisory Services first reported a position in CL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q4 2025. 432 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Diversify Advisory Services held 11,737 shares of Colgate-Palmolive worth $1.09M as of Q3 2026.
  • Diversify Advisory Services sold 228 Colgate-Palmolive shares in Q3 2026, an estimated $20.6K.
  • Colgate-Palmolive made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #633 holding.
  • Diversify Advisory Services first reported a position in Colgate-Palmolive in Q1 2024 and has held it in 10 quarters since.
  • Diversify Advisory Services's Colgate-Palmolive position peaked at $1.71M in Q4 2025.
  • 432 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.