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Kerr Financial Planning’s Colgate-Palmolive CL Stock Holding History

Kerr Financial Planning’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 		$32.9K Buy
359
+2
+0.6% +$175 0.04% 220
2026
Q1 		$30.6K Buy
357
+3
+0.8% +$267 0.02% 230
2025
Q4 		$33.5K Sell
354
-102
-22% -$8K 0.05% 222
2025
Q3 		$36K Buy
+456
New +$38.9K 0.05% 195

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

Kerr Financial Planning's CL Position: Q2 2026 in Review

Kerr Financial Planning increased its Colgate-Palmolive (CL) stake by 0.56% in Q2 2026, buying an estimated $175 and bringing the position to 359 shares worth $32.9K. The position accounts for 0.04% of the portfolio, ranked #220.

Kerr Financial Planning first reported a position in CL in Q3 2025 and has held it in 4 quarters since. The position peaked at $36K in Q3 2025. 2,007 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Kerr Financial Planning held 359 shares of Colgate-Palmolive worth $32.9K as of Q2 2026.
  • Kerr Financial Planning bought 2 Colgate-Palmolive shares in Q2 2026, an estimated $175.
  • Colgate-Palmolive made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #220 holding.
  • Kerr Financial Planning first reported a position in Colgate-Palmolive in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Colgate-Palmolive position peaked at $36K in Q3 2025.
  • 2,007 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.