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Fortis Group Advisors’s Colgate-Palmolive CL Stock Holding History

Fortis Group 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
Q2 		$295K Buy
3,214
+18
+0.6% +$1.57K 0.05% 220
2026
Q1 		$273K Buy
3,196
+50
+2% +$4.46K 0.05% 246
2025
Q4 		$284K Buy
3,146
+285
+10% +$22.3K 0.05% 244
2025
Q3 		$220K Hold
2,861
– – 0.04% 220
2025
Q2 		$240K Hold
2,861
– – 0.04% 200
2025
Q1 		$268K Hold
2,861
– – 0.05% 168
2024
Q4 		$260K Hold
2,861
– – 0.05% 172
2024
Q3 		$297K Sell
2,861
-15
-0.5% -$1.53K 0.05% 158
2024
Q2 		$279K Buy
2,876
+15
+0.5% +$1.38K 0.06% 156
2024
Q1 		$258K Hold
2,861
– – 0.05% 179
2023
Q4 		$215K Hold
2,861
– – 0.05% 122
2023
Q3 		$215K Hold
2,861
– – 0.07% 115
2023
Q2 		$220K Hold
2,861
– – 0.06% 124
2023
Q1 		$228K Buy
+2,861
New +$213K 0.07% 114
2020
Q3 		$426K Buy
+5,532
New +$422K 0.08% 116

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

Fortis Group Advisors's CL Position: Q2 2026 in Review

Fortis Group Advisors increased its Colgate-Palmolive (CL) stake by 0.56% in Q2 2026, buying an estimated $1.57K and bringing the position to 3,214 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #220.

Fortis Group Advisors first reported a position in CL in Q3 2020 and has held it in 15 quarters since. The position peaked at $426K in Q3 2020. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Fortis Group Advisors held 3,214 shares of Colgate-Palmolive worth $295K as of Q2 2026.
  • Fortis Group Advisors bought 18 Colgate-Palmolive shares in Q2 2026, an estimated $1.57K.
  • Colgate-Palmolive made up 0.05% of Fortis Group Advisors's portfolio in Q2 2026, its #220 holding.
  • Fortis Group Advisors first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Colgate-Palmolive position peaked at $426K in Q3 2020.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.