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J.W. Cole Advisors’s Colgate-Palmolive CL Stock Holding History

J.W. Cole 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 		$2.29M Buy
+24,937
New +$2.18M 0.04% 451
2026
Q1 		– Sell
-24,039
Closed -$1.88M – 877
2025
Q4 		$1.88M Sell
24,039
-1,216
-5% -$95.3K 0.05% 411
2025
Q3 		$2.02M Sell
25,255
-1,873
-7% -$160K 0.04% 446
2025
Q2 		$2.47M Buy
27,128
+1,726
+7% +$158K 0.05% 346
2025
Q1 		$2.38M Buy
25,402
+10,005
+65% +$896K 0.07% 275
2024
Q4 		$1.4M Buy
15,397
+86
+0.6% +$8.21K 0.06% 330
2024
Q3 		$1.59M Buy
15,311
+4,378
+40% +$446K 0.07% 294
2024
Q2 		$1.06M Buy
10,933
+1,953
+22% +$180K 0.05% 345
2024
Q1 		$808K Sell
8,980
-696
-7% -$59K 0.04% 386
2023
Q4 		$771K Sell
9,676
-4,177
-30% -$314K 0.05% 352
2023
Q3 		$985K Buy
13,853
+663
+5% +$49.6K 0.07% 259
2023
Q2 		$1.02M Sell
13,190
-5,887
-31% -$456K 0.07% 267
2023
Q1 		$1.43M Buy
19,077
+13,576
+247% +$1.01M 0.1% 224
2022
Q4 		$433K Sell
5,501
-446
-7% -$33.4K 0.03% 455
2022
Q3 		$418K Sell
5,947
-111
-2% -$8.7K 0.03% 442
2022
Q2 		$485K Buy
6,058
+203
+3% +$15.9K 0.04% 413
2022
Q1 		$444K Sell
5,855
-652
-10% -$51.6K 0.03% 494
2021
Q4 		$555K Buy
6,507
+536
+9% +$41.9K 0.04% 424
2021
Q3 		$451K Sell
5,971
-378
-6% -$30K 0.03% 280
2021
Q2 		$517K Sell
6,349
-2,057
-24% -$168K 0.04% 423
2021
Q1 		$663K Buy
8,406
+918
+12% +$72K 0.06% 320
2020
Q4 		$640K Sell
7,488
-5,754
-43% -$476K 0.07% 295
2020
Q3 		$1.02M Buy
+13,242
New +$1.01M 0.08% 248
2020
Q1 		– Sell
-6,046
Closed -$416K – 165
2019
Q4 		$416K Buy
+6,046
New +$412K 0.05% 342

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

J.W. Cole Advisors's CL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Colgate-Palmolive (CL) in Q2 2026: 24,937 shares worth $2.29M. The stake represents 0.04% of the portfolio and ranks #451 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CL as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CL in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.47M in Q2 2025. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • J.W. Cole Advisors held 24,937 shares of Colgate-Palmolive worth $2.29M as of Q2 2026.
  • Colgate-Palmolive was a new J.W. Cole Advisors position in Q2 2026.
  • Colgate-Palmolive made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #451 holding.
  • J.W. Cole Advisors first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Colgate-Palmolive position peaked at $2.47M in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.