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

Heartwood 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	$424K	Sell	4,626 -21	-0.5%	-$1.84K	0.03%	155
2026 Q1	$396K	Hold	4,647	–	–	0.03%	145
2025 Q4	$367K	Buy	4,647 +21	+0.5%	+$1.65K	0.03%	142
2025 Q3	$370K	Hold	4,626	–	–	0.03%	143
2025 Q2	$421K	Hold	4,626	–	–	0.04%	117
2025 Q1	$433K	Hold	4,626	–	–	0.05%	108
2024 Q4	$421K	Hold	4,626	–	–	0.05%	101
2024 Q3	$480K	Hold	4,626	–	–	0.05%	96
2024 Q2	$449K	Hold	4,626	–	–	0.05%	103
2024 Q1	$417K	Hold	4,626	–	–	0.05%	96
2023 Q4	$369K	Buy	4,626 +1,208	+35%	+$90.8K	0.05%	98
2023 Q3	$243K	Sell	3,418 -1,208	-26%	-$90.3K	0.04%	117
2023 Q2	$356K	Hold	4,626	–	–	0.05%	99
2023 Q1	$348K	Hold	4,626	–	–	0.05%	94
2022 Q4	$364K	Buy	4,626 +10	+0.2%	+$750	0.06%	92
2022 Q3	$324K	Sell	4,616 -20	-0.4%	-$1.57K	0.06%	88
2022 Q2	$372K	Sell	4,636 -2,000	-30%	-$156K	0.06%	86
2022 Q1	$503K	Buy	6,636 +3,991	+151%	+$316K	0.07%	74
2021 Q4	$226K	Buy	+2,645	New	+$207K	0.03%	97
2021 Q3	–	Sell	-2,616	Closed	-$213K	–	99
2021 Q2	$213K	Hold	2,616	–	–	0.03%	92
2021 Q1	$206K	Hold	2,616	–	–	0.03%	81
2020 Q4	$224K	Hold	2,616	–	–	0.04%	77
2020 Q3	$202K	Buy	+2,616	New	+$199K	0.04%	75

Other funds holding CL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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) 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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Heartwood Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 0.45% in Q2 2026, selling an estimated $1.84K and leaving 4,626 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #155.

Heartwood Wealth Advisors first reported a position in CL in Q3 2020 and has held it in 23 quarters since. The position peaked at $503K in Q1 2022. 638 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Heartwood Wealth Advisors held 4,626 shares of Colgate-Palmolive worth $424K as of Q2 2026.
Heartwood Wealth Advisors sold 21 Colgate-Palmolive shares in Q2 2026, an estimated $1.84K.
Colgate-Palmolive made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #155 holding.
Heartwood Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 23 quarters since.
Heartwood Wealth Advisors's Colgate-Palmolive position peaked at $503K in Q1 2022.
638 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.