Econ Financial Services
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Econ Financial Services’s Colgate-Palmolive CL Stock Holding History

Econ Financial 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 		– Sell
-28,614
Closed -$2.62M – 91
2026
Q2 		$2.62M Buy
+28,614
New +$2.5M 1.23% 37
2022
Q2 		– Sell
-11,345
Closed -$860K – 86
2022
Q1 		$860K Buy
+11,345
New +$899K 0.64% 41

Other funds holding CL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Econ Financial Services's CL Position: Q3 2026 in Review

Econ Financial Services sold out of Colgate-Palmolive (CL) in Q3 2026, closing a stake of 28,614 shares — an estimated $2.62M sold.

Econ Financial Services first reported a position in CL in Q1 2022 and held it in 2 quarters. The position peaked at $2.62M in Q2 2026. 1,322 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Econ Financial Services reported no remaining Colgate-Palmolive position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 28,614 Colgate-Palmolive shares in Q3 2026, an estimated $2.62M.
  • Econ Financial Services first reported a position in Colgate-Palmolive in Q1 2022 and held it in 2 quarters.
  • Econ Financial Services's Colgate-Palmolive position peaked at $2.62M in Q2 2026.
  • 1,322 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.