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Kelleher Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Kelleher Financial 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 		$40.4K Sell
441
-59
-12% -$5.16K 0.01% 466
2026
Q1 		$45.5K Buy
500
+59
+13% +$5.26K 0.01% 389
2025
Q4 		$34.8K Hold
441
– – 0.01% 449
2025
Q3 		$35.3K Buy
+441
New +$37.6K 0.01% 373

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's CL Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Colgate-Palmolive (CL) stake by 12% in Q2 2026, selling an estimated $5.16K and leaving 441 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #466.

Kelleher Financial Advisors first reported a position in CL in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.5K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Kelleher Financial Advisors held 441 shares of Colgate-Palmolive worth $40.4K as of Q2 2026.
  • Kelleher Financial Advisors sold 59 Colgate-Palmolive shares in Q2 2026, an estimated $5.16K.
  • Colgate-Palmolive made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #466 holding.
  • Kelleher Financial Advisors first reported a position in Colgate-Palmolive in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's Colgate-Palmolive position peaked at $45.5K in Q1 2026.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.