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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
Q3 		$367K Sell
4,301
-321
-7% -$29.1K 0.02% 342
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

Everhart Financial Group's CL Position: Q3 2026 in Review

Everhart Financial Group reduced its Colgate-Palmolive (CL) stake by 6.9% in Q3 2026, selling an estimated $29.1K and leaving 4,301 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #342.

Everhart Financial Group first reported a position in CL in Q4 2025 and has held it in 4 quarters since. The position peaked at $424K in Q2 2026. 106 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Everhart Financial Group held 4,301 shares of Colgate-Palmolive worth $367K as of Q3 2026.
  • Everhart Financial Group sold 321 Colgate-Palmolive shares in Q3 2026, an estimated $29.1K.
  • Colgate-Palmolive made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #342 holding.
  • Everhart Financial Group first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's Colgate-Palmolive position peaked at $424K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.