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Everhart Financial Group’s Colgate-Palmolive CL Stock Holding History

Everhart Financial Group’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 		$424K Buy
4,622
+859
+23% +$75.2K 0.03% 302
2026
Q1 		$321K Buy
3,763
+1,132
+43% +$101K 0.03% 347
2025
Q4 		$208K Buy
+2,631
New +$206K 0.02% 405

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

Everhart Financial Group's CL Position: Q2 2026 in Review

Everhart Financial Group increased its Colgate-Palmolive (CL) stake by 23% in Q2 2026, buying an estimated $75.2K and bringing the position to 4,622 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #302.

Everhart Financial Group first reported a position in CL in Q4 2025 and has held it in 3 quarters since. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Everhart Financial Group held 4,622 shares of Colgate-Palmolive worth $424K as of Q2 2026.
  • Everhart Financial Group bought 859 Colgate-Palmolive shares in Q2 2026, an estimated $75.2K.
  • Colgate-Palmolive made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #302 holding.
  • Everhart Financial Group first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.