FORM Wealth Advisors
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FORM Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

FORM Wealth Advisors’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 		$323K Hold
3,790
– – 0.04% 45
2026
Q2 		$348K Hold
3,790
– – 0.04% 44
2026
Q1 		$323K Sell
3,790
-46
-1% -$4.1K 0.04% 45
2025
Q4 		$303K Buy
+3,836
New +$301K 0.04% 46
2025
Q2 		$349K Hold
3,836
– – 0.04% 44
2025
Q1 		$359K Buy
+3,836
New +$343K 0.05% 40

Other funds holding CL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

FORM Wealth Advisors's CL Position: Q3 2026 in Review

FORM Wealth Advisors held its Colgate-Palmolive (CL) position steady in Q3 2026 at 3,790 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #45.

FORM Wealth Advisors first reported a position in CL in Q1 2025 and has held it in 6 quarters since. The position peaked at $359K in Q1 2025. 490 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • FORM Wealth Advisors held 3,790 shares of Colgate-Palmolive worth $323K as of Q3 2026.
  • FORM Wealth Advisors left its Colgate-Palmolive share count unchanged in Q3 2026.
  • Colgate-Palmolive made up 0.04% of FORM Wealth Advisors's portfolio in Q3 2026, its #45 holding.
  • FORM Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 6 quarters since.
  • FORM Wealth Advisors's Colgate-Palmolive position peaked at $359K in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.