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

Keystone 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	$814K	Hold	8,875	–	–	0.21%	31
2026 Q1	$756K	Hold	8,875	–	–	0.2%	31
2025 Q4	$701K	Hold	8,875	–	–	0.2%	32
2025 Q3	$709K	Hold	8,875	–	–	0.21%	36
2025 Q2	$807K	Hold	8,875	–	–	0.24%	34
2025 Q1	$832K	Hold	8,875	–	–	0.25%	36
2024 Q4	$807K	Hold	8,875	–	–	0.25%	36
2024 Q3	$921K	Hold	8,875	–	–	0.28%	35
2024 Q2	$861K	Hold	8,875	–	–	0.29%	36
2024 Q1	$799K	Hold	8,875	–	–	0.26%	37
2023 Q4	$707K	Hold	8,875	–	–	0.23%	38
2023 Q3	$631K	Hold	8,875	–	–	0.22%	38
2023 Q2	$684K	Buy	+8,875	New	+$687K	0.23%	38
2017 Q4	–	Sell	-8,800	Closed	-$641K	–	46
2017 Q3	$641K	Hold	8,800	–	–	0.36%	38
2017 Q2	$652K	Hold	8,800	–	–	0.39%	38
2017 Q1	$644K	Hold	8,800	–	–	0.4%	38
2016 Q4	$576K	Hold	8,800	–	–	0.38%	37
2016 Q3	$652K	Hold	8,800	–	–	0.43%	36
2016 Q2	$644K	Hold	8,800	–	–	0.44%	36
2016 Q1	$622K	Hold	8,800	–	–	0.45%	37
2015 Q4	$586K	Hold	8,800	–	–	0.44%	37
2015 Q3	$558K	Sell	8,800 -8,178	-48%	-$534K	0.45%	34
2015 Q2	$1.11M	Hold	16,978	–	–	0.85%	31
2015 Q1	$1.18M	Hold	16,978	–	–	0.89%	31
2014 Q4	$1.18M	Hold	16,978	–	–	0.87%	31
2014 Q3	$1.11M	Hold	16,978	–	–	0.84%	31
2014 Q2	$1.16M	Sell	16,978 -34	-0.2%	-$2.28K	0.87%	30
2014 Q1	$1.1M	Buy	17,012 +193	+1%	+$12.2K	0.85%	30
2013 Q4	$1.1M	Buy	+16,819	New	+$1.08M	0.88%	32

Other funds holding CL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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) 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

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

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

Keystone Financial Planning held its Colgate-Palmolive (CL) position steady in Q2 2026 at 8,875 shares worth $814K. The position accounts for 0.21% of the portfolio, ranked #31.

Keystone Financial Planning first reported a position in CL in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.18M in Q1 2015. 333 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Keystone Financial Planning held 8,875 shares of Colgate-Palmolive worth $814K as of Q2 2026.
Keystone Financial Planning left its Colgate-Palmolive share count unchanged in Q2 2026.
Colgate-Palmolive made up 0.21% of Keystone Financial Planning's portfolio in Q2 2026, its #31 holding.
Keystone Financial Planning first reported a position in Colgate-Palmolive in Q4 2013 and has held it in 29 quarters since.
Keystone Financial Planning's Colgate-Palmolive position peaked at $1.18M in Q1 2015.
333 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.