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 Q3	$757K	Hold	8,875	–	–	0.19%	31
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Keystone Financial Planning's CL Position: Q3 2026 in Review

Keystone Financial Planning held its Colgate-Palmolive (CL) position steady in Q3 2026 at 8,875 shares worth $757K. The position accounts for 0.19% of the portfolio, ranked #31.

Keystone Financial Planning first reported a position in CL in Q4 2013 and has held it in 30 quarters since. The position peaked at $1.18M in Q1 2015. 432 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Keystone Financial Planning held 8,875 shares of Colgate-Palmolive worth $757K as of Q3 2026.
Keystone Financial Planning left its Colgate-Palmolive share count unchanged in Q3 2026.
Colgate-Palmolive made up 0.19% of Keystone Financial Planning's portfolio in Q3 2026, its #31 holding.
Keystone Financial Planning first reported a position in Colgate-Palmolive in Q4 2013 and has held it in 30 quarters since.
Keystone Financial Planning's Colgate-Palmolive position peaked at $1.18M in Q1 2015.
432 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.