Key Financial Inc’s Colgate-Palmolive CL Stock Holding History

Key Financial Inc’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	$9.44K	Hold	103	–	–	﹤0.01%	886
2026 Q1	$8.78K	Sell	103 -109	-51%	-$9.71K	﹤0.01%	911
2025 Q4	$16.8K	Sell	212 -23	-10%	-$1.8K	﹤0.01%	752
2025 Q3	$18.6K	Sell	235 -4	-2%	-$341	﹤0.01%	721
2025 Q2	$21.7K	Sell	239 -114	-32%	-$10.4K	﹤0.01%	673
2025 Q1	$33.1K	Sell	353 -606	-63%	-$54.3K	0.01%	553
2024 Q4	$87.2K	Buy	959 +23	+2%	+$2.19K	0.02%	385
2024 Q3	$97.2K	Sell	936 -103	-10%	-$10.5K	0.02%	351
2024 Q2	$101K	Hold	1,039	–	–	0.02%	337
2024 Q1	$93.6K	Hold	1,039	–	–	0.02%	336
2023 Q4	$82.8K	Hold	1,039	–	–	0.02%	340
2023 Q3	$73.9K	Hold	1,039	–	–	0.02%	336
2023 Q2	$80K	Hold	1,039	–	–	0.03%	339
2023 Q1	$78.1K	Sell	1,039 -266	-20%	-$19.8K	0.03%	332
2022 Q4	$91.7K	Hold	1,305	–	–	0.04%	255
2022 Q3	$92K	Buy	1,305 +266	+26%	+$20.9K	0.04%	258
2022 Q2	$85K	Hold	1,039	–	–	0.05%	267
2022 Q1	$79K	Hold	1,039	–	–	0.04%	295
2021 Q4	$89K	Hold	1,039	–	–	0.04%	251
2021 Q3	$79K	Hold	1,039	–	–	0.04%	263
2021 Q2	$83K	Buy	1,039 +76	+8%	+$6.21K	0.05%	262
2021 Q1	$76K	Hold	963	–	–	0.05%	220
2020 Q4	$82K	Buy	+963	New	+$79.6K	0.06%	201
2020 Q2	–	Sell	-950	Closed	-$63K	–	187
2020 Q1	$63K	Buy	+950	New	+$67K	0.06%	196

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

Key Financial Inc's CL Position: Q2 2026 in Review

Key Financial Inc held its Colgate-Palmolive (CL) position steady in Q2 2026 at 103 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Key Financial Inc first reported a position in CL in Q1 2020 and has held it in 24 quarters since. The position peaked at $101K in Q2 2024. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Key Financial Inc held 103 shares of Colgate-Palmolive worth $9.44K as of Q2 2026.
Key Financial Inc left its Colgate-Palmolive share count unchanged in Q2 2026.
Colgate-Palmolive made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #886 holding.
Key Financial Inc first reported a position in Colgate-Palmolive in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Colgate-Palmolive position peaked at $101K in Q2 2024.
2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

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