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Evermay Wealth Management’s Colgate-Palmolive CL Stock Holding History

Evermay Wealth Management’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 		$350K Buy
3,816
+311
+9% +$27.2K 0.04% 149
2026
Q1 		$299K Sell
3,505
-11
-0.3% -$980 0.03% 159
2025
Q4 		$278K Sell
3,516
-65
-2% -$5.1K 0.03% 170
2025
Q3 		$286K Sell
3,581
-155
-4% -$13.2K 0.03% 168
2025
Q2 		$340K Hold
3,736
– – 0.04% 157
2025
Q1 		$350K Hold
3,736
– – 0.05% 149
2024
Q4 		$340K Sell
3,736
-100
-3% -$9.54K 0.05% 151
2024
Q3 		$398K Sell
3,836
-100
-3% -$10.2K 0.06% 140
2024
Q2 		$382K Hold
3,936
– – 0.06% 146
2024
Q1 		$354K Buy
3,936
+80
+2% +$6.78K 0.05% 157
2023
Q4 		$307K Buy
3,856
+7
+0.2% +$526 0.06% 144
2023
Q3 		$274K Buy
3,849
+125
+3% +$9.35K 0.06% 137
2023
Q2 		$287K Sell
3,724
-515
-12% -$39.9K 0.06% 141
2023
Q1 		$319K Hold
4,239
– – 0.06% 126
2022
Q4 		$334K Hold
4,239
– – 0.07% 127
2022
Q3 		$298K Hold
4,239
– – 0.06% 132
2022
Q2 		$340K Hold
4,239
– – 0.07% 125
2022
Q1 		$321K Buy
4,239
+2,064
+95% +$163K 0.05% 149
2021
Q4 		$186K Buy
2,175
+100
+5% +$7.81K 0.03% 178
2021
Q3 		$157K Sell
2,075
-177
-8% -$14.1K 0.03% 180
2021
Q2 		$183K Buy
+2,252
New +$184K 0.03% 185
2018
Q2 		– Sell
-2,870
Closed -$206K – 134
2018
Q1 		$206K Hold
2,870
– – 0.07% 129
2017
Q4 		$217K Buy
+2,870
New +$210K 0.08% 128
2014
Q1 		– Sell
-3,218
Closed -$210K – 66
2013
Q4 		$210K Buy
+3,218
New +$206K 0.29% 45

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

Evermay Wealth Management's CL Position: Q2 2026 in Review

Evermay Wealth Management increased its Colgate-Palmolive (CL) stake by 8.9% in Q2 2026, buying an estimated $27.2K and bringing the position to 3,816 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #149.

Evermay Wealth Management first reported a position in CL in Q4 2013 and has held it in 24 quarters since. The position peaked at $398K in Q3 2024. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Evermay Wealth Management held 3,816 shares of Colgate-Palmolive worth $350K as of Q2 2026.
  • Evermay Wealth Management bought 311 Colgate-Palmolive shares in Q2 2026, an estimated $27.2K.
  • Colgate-Palmolive made up 0.04% of Evermay Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Evermay Wealth Management first reported a position in Colgate-Palmolive in Q4 2013 and has held it in 24 quarters since.
  • Evermay Wealth Management's Colgate-Palmolive position peaked at $398K in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.