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KFG Wealth Management’s Colgate-Palmolive CL Stock Holding History

KFG Wealth Management’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 		$806K Sell
8,794
-121
-1% -$10.6K 0.09% 100
2026
Q1 		$760K Sell
8,915
-38
-0.4% -$3.39K 0.1% 96
2025
Q4 		$708K Sell
8,953
-650
-7% -$51K 0.09% 95
2025
Q3 		$768K Sell
9,603
-1,023
-10% -$87.3K 0.11% 92
2025
Q2 		$966K Buy
10,626
+1,791
+20% +$164K 0.16% 74
2025
Q1 		$828K Buy
8,835
+131
+2% +$11.7K 0.15% 77
2024
Q4 		$791K Buy
8,704
+564
+7% +$53.8K 0.15% 74
2024
Q3 		$845K Sell
8,140
-1,310
-14% -$134K 0.18% 75
2024
Q2 		$917K Buy
9,450
+1,069
+13% +$98.6K 0.36% 54
2024
Q1 		$755K Buy
8,381
+384
+5% +$32.5K 0.31% 61
2023
Q4 		$637K Sell
7,997
-1
-0% -$75 0.29% 61
2023
Q3 		$569K Buy
7,998
+915
+13% +$68.4K 0.31% 61
2023
Q2 		$546K Buy
7,083
+3,813
+117% +$295K 0.32% 58
2023
Q1 		$250K Buy
+3,270
New +$243K 0.17% 74

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
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)
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

KFG Wealth Management's CL Position: Q2 2026 in Review

KFG Wealth Management reduced its Colgate-Palmolive (CL) stake by 1.4% in Q2 2026, selling an estimated $10.6K and leaving 8,794 shares worth $806K. The position accounts for 0.09% of the portfolio, ranked #100.

KFG Wealth Management first reported a position in CL in Q1 2023 and has held it in 14 quarters since. The position peaked at $966K in Q2 2025. 600 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • KFG Wealth Management held 8,794 shares of Colgate-Palmolive worth $806K as of Q2 2026.
  • KFG Wealth Management sold 121 Colgate-Palmolive shares in Q2 2026, an estimated $10.6K.
  • Colgate-Palmolive made up 0.09% of KFG Wealth Management's portfolio in Q2 2026, its #100 holding.
  • KFG Wealth Management first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 14 quarters since.
  • KFG Wealth Management's Colgate-Palmolive position peaked at $966K in Q2 2025.
  • 600 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.