EWP
CL icon

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

Elevation 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 		$224K Buy
2,448
+457
+23% +$40K 0.07% 127
2026
Q1 		$170K Sell
1,991
-166
-8% -$14.8K 0.06% 126
2025
Q4 		$170K Buy
2,157
+225
+12% +$17.6K 0.06% 127
2025
Q3 		$154K Sell
1,932
-648
-25% -$55.3K 0.06% 136
2025
Q2 		$235K Hold
2,580
– – 0.09% 103
2025
Q1 		$242K Hold
2,580
– – 0.1% 100
2024
Q4 		$235K Hold
2,580
– – 0.1% 104
2024
Q3 		$268K Hold
2,580
– – 0.12% 96
2024
Q2 		$250K Sell
2,580
-500
-16% -$46.1K 0.12% 96
2024
Q1 		$277K Hold
3,080
– – 0.14% 93
2023
Q4 		$219K Buy
+3,080
New +$232K 0.13% 93
2023
Q3 		– Hold
0
– – – 342
2023
Q2 		– Hold
0
– – – 351

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

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

Elevation Wealth Partners increased its Colgate-Palmolive (CL) stake by 23% in Q2 2026, buying an estimated $40K and bringing the position to 2,448 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #127.

Elevation Wealth Partners first reported a position in CL in Q4 2023 and has held it in 11 quarters since. The position peaked at $277K in Q1 2024. 699 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Elevation Wealth Partners held 2,448 shares of Colgate-Palmolive worth $224K as of Q2 2026.
  • Elevation Wealth Partners bought 457 Colgate-Palmolive shares in Q2 2026, an estimated $40K.
  • Colgate-Palmolive made up 0.07% of Elevation Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Elevation Wealth Partners first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Colgate-Palmolive position peaked at $277K in Q1 2024.
  • 699 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.