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Independent Financial Group’s Colgate-Palmolive CL Stock Holding History

Independent Financial Group’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 		$301K Sell
3,282
-27
-0.8% -$2.36K 0.01% 1243
2026
Q1 		$282K Buy
3,309
+204
+7% +$18.2K 0.01% 1192
2025
Q4 		$245K Sell
3,105
-2,168
-41% -$170K 0.01% 1247
2025
Q3 		$422K Buy
5,273
+1,638
+45% +$140K 0.01% 922
2025
Q2 		$330K Buy
3,635
+12
+0.3% +$1.09K 0.01% 981
2025
Q1 		$339K Buy
3,623
+662
+22% +$59.3K 0.01% 877
2024
Q4 		$269K Sell
2,961
-1,768
-37% -$169K 0.01% 939
2024
Q3 		$491K Buy
4,729
+1,931
+69% +$197K 0.02% 662
2024
Q2 		$272K Buy
2,798
+492
+21% +$45.4K 0.01% 878
2024
Q1 		$208K Sell
2,306
-405
-15% -$34.3K 0.01% 942
2023
Q4 		$216K Sell
2,711
-1,041
-28% -$78.3K 0.01% 863
2023
Q3 		$267K Sell
3,752
-806
-18% -$60.3K 0.02% 706
2023
Q2 		$351K Buy
+4,558
New +$353K 0.02% 583
2023
Q1 		– Sell
-3,781
Closed -$298K – 842
2022
Q4 		$298K Sell
3,781
-2,749
-42% -$206K 0.03% 556
2022
Q3 		$459K Sell
6,530
-250
-4% -$19.6K 0.04% 415
2022
Q2 		$543K Buy
+6,780
New +$530K 0.06% 361

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Financial Group's CL Position: Q2 2026 in Review

Independent Financial Group reduced its Colgate-Palmolive (CL) stake by 0.82% in Q2 2026, selling an estimated $2.36K and leaving 3,282 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1243.

Independent Financial Group first reported a position in CL in Q2 2022 and has held it in 16 quarters since. The position peaked at $543K in Q2 2022. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Independent Financial Group held 3,282 shares of Colgate-Palmolive worth $301K as of Q2 2026.
  • Independent Financial Group sold 27 Colgate-Palmolive shares in Q2 2026, an estimated $2.36K.
  • Colgate-Palmolive made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1243 holding.
  • Independent Financial Group first reported a position in Colgate-Palmolive in Q2 2022 and has held it in 16 quarters since.
  • Independent Financial Group's Colgate-Palmolive position peaked at $543K in Q2 2022.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.