Elser Financial Planning’s Colgate-Palmolive CL Stock Holding History

Elser Financial Planning’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	$420K	Sell	4,579 -52	-1%	-$4.55K	0.02%	80
2026 Q1	$393K	Buy	4,631 +4	+0.1%	+$357	0.02%	88
2025 Q4	$366K	Buy	4,627 +5	+0.1%	+$392	0.26%	50
2025 Q3	$362K	Sell	4,622 -6	-0.1%	-$512	0.44%	42
2025 Q2	$421K	Sell	4,628 -1	-0%	-$91	0.52%	37
2025 Q1	$434K	Hold	4,629	–	–	0.6%	33
2024 Q4	$421K	Buy	4,629 +1	+0%	+$95	0.03%	68
2024 Q3	$480K	Buy	4,628 +8	+0.2%	+$815	0.7%	27
2024 Q2	$448K	Buy	+4,620	New	+$426K	0.07%	57

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Elser Financial Planning's CL Position: Q2 2026 in Review

Elser Financial Planning reduced its Colgate-Palmolive (CL) stake by 1.1% in Q2 2026, selling an estimated $4.55K and leaving 4,579 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #80.

Elser Financial Planning first reported a position in CL in Q2 2024 and has held it in 9 quarters since. The position peaked at $480K in Q3 2024. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Elser Financial Planning held 4,579 shares of Colgate-Palmolive worth $420K as of Q2 2026.
Elser Financial Planning sold 52 Colgate-Palmolive shares in Q2 2026, an estimated $4.55K.
Colgate-Palmolive made up 0.02% of Elser Financial Planning's portfolio in Q2 2026, its #80 holding.
Elser Financial Planning first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 9 quarters since.
Elser Financial Planning's Colgate-Palmolive position peaked at $480K in Q3 2024.
2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.