Intelligent Financial Strategies’s Colgate-Palmolive CL Stock Holding History

Intelligent Financial Strategies’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	$25.1K	Hold	273	–	–	0.01%	53
2026 Q1	$23.3K	Hold	273	–	–	0.01%	54
2025 Q4	$21.6K	Hold	273	–	–	0.01%	64
2025 Q3	$21.9K	Hold	273	–	–	0.01%	64
2025 Q2	$24.9K	Hold	273	–	–	0.01%	71
2025 Q1	$25.6K	Hold	273	–	–	0.01%	69
2024 Q4	$24.9K	Hold	273	–	–	0.01%	68
2024 Q3	$28.4K	Hold	273	–	–	0.02%	70
2024 Q2	$26.5K	Hold	273	–	–	0.02%	70
2024 Q1	$24.6K	Hold	273	–	–	0.02%	77
2023 Q4	$21.8K	Hold	273	–	–	0.02%	72
2023 Q3	$19.4K	Hold	273	–	–	0.01%	82
2023 Q2	$21.1K	Hold	273	–	–	0.02%	82
2023 Q1	$20.6K	Hold	273	–	–	0.02%	84
2022 Q4	$21.5K	Buy	+273	New	+$20.5K	0.02%	84
2022 Q3	–	Sell	-250	Closed	-$20K	–	93
2022 Q2	$20K	Sell	250 -965	-79%	-$75.5K	0.02%	84
2022 Q1	$92K	Sell	1,215 -423	-26%	-$33.5K	0.09%	56
2021 Q4	$140K	Buy	+1,638	New	+$128K	0.13%	54

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intelligent Financial Strategies's CL Position: Q2 2026 in Review

Intelligent Financial Strategies held its Colgate-Palmolive (CL) position steady in Q2 2026 at 273 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #53.

Intelligent Financial Strategies first reported a position in CL in Q4 2021 and has held it in 18 quarters since. The position peaked at $140K in Q4 2021. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Intelligent Financial Strategies held 273 shares of Colgate-Palmolive worth $25.1K as of Q2 2026.
Intelligent Financial Strategies left its Colgate-Palmolive share count unchanged in Q2 2026.
Colgate-Palmolive made up 0.01% of Intelligent Financial Strategies's portfolio in Q2 2026, its #53 holding.
Intelligent Financial Strategies first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 18 quarters since.
Intelligent Financial Strategies's Colgate-Palmolive position peaked at $140K in Q4 2021.
2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.