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

FSM 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
Q2 		$383K Buy
4,178
+292
+8% +$25.5K 0.04% 223
2026
Q1 		$331K Buy
3,886
+47
+1% +$4.19K 0.04% 221
2025
Q4 		$303K Buy
3,839
+290
+8% +$22.7K 0.04% 237
2025
Q3 		$284K Buy
3,549
+344
+11% +$29.3K 0.04% 250
2025
Q2 		$299K Buy
3,205
+986
+44% +$90K 0.05% 219
2025
Q1 		$208K Buy
+2,219
New +$199K 0.05% 203
2024
Q4 		– Sell
-1,963
Closed -$204K – 195
2024
Q3 		$204K Buy
+1,963
New +$200K 0.05% 185
2023
Q2 		– Sell
-2,707
Closed -$203K – 168
2023
Q1 		$203K Buy
2,707
+49
+2% +$3.64K 0.12% 154
2022
Q4 		$209K Buy
+2,658
New +$199K 0.15% 132

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

FSM Wealth Advisors's CL Position: Q2 2026 in Review

FSM Wealth Advisors increased its Colgate-Palmolive (CL) stake by 7.5% in Q2 2026, buying an estimated $25.5K and bringing the position to 4,178 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #223.

FSM Wealth Advisors first reported a position in CL in Q4 2022 and has held it in 9 quarters since. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • FSM Wealth Advisors held 4,178 shares of Colgate-Palmolive worth $383K as of Q2 2026.
  • FSM Wealth Advisors bought 292 Colgate-Palmolive shares in Q2 2026, an estimated $25.5K.
  • Colgate-Palmolive made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • FSM Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 9 quarters since.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.