Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Colgate-Palmolive CL Stock Holding History

Kovitz Investment Group Partners’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 		$17.6M Sell
191,988
-4,930
-3% -$431K 0.39% 65
2026
Q1 		$16.8M Buy
196,918
+15,855
+9% +$1.41M 0.39% 67
2025
Q4 		$14.3M Buy
181,063
+147,970
+447% +$11.6M 0.32% 73
2025
Q3 		$2.65M Sell
33,093
-3,861
-10% -$329K 0.01% 584
2025
Q2 		$3.36M Sell
36,954
-118,771
-76% -$10.8M 0.01% 515
2025
Q1 		$14.6M Buy
155,725
+873
+0.6% +$78.2K 0.07% 212
2024
Q4 		$14.1M Buy
154,852
+11,347
+8% +$1.08M 0.07% 213
2024
Q3 		$14M Buy
143,505
+19,849
+16% +$2.02M 0.1% 177
2024
Q2 		$12M Buy
123,656
+116,851
+1,717% +$10.8M 0.1% 144
2024
Q1 		$613K Buy
+6,805
New +$577K 0.01% 477
2022
Q3 		– Sell
-2,695
Closed -$216K – 394
2022
Q2 		$216K Sell
2,695
-400
-13% -$31.3K ﹤0.01% 391
2022
Q1 		$235K Buy
3,095
+278
+10% +$22K ﹤0.01% 396
2021
Q4 		$241K Sell
2,817
-9,889
-78% -$772K 0.01% 387
2021
Q3 		$960K Sell
12,706
-61
-0.5% -$4.84K 0.02% 305
2021
Q2 		$1.04M Buy
12,767
+10,000
+361% +$818K 0.02% 298
2021
Q1 		$218K Sell
2,767
-50
-2% -$3.92K 0.01% 392
2020
Q4 		$241K Buy
2,817
+135
+5% +$11.2K 0.01% 391
2020
Q3 		$207K Sell
2,682
-185
-6% -$14.1K 0.01% 386
2020
Q2 		$210K Buy
+2,867
New +$204K 0.01% 366

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's CL Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Colgate-Palmolive (CL) stake by 2.5% in Q2 2026, selling an estimated $431K and leaving 191,988 shares worth $17.6M. The position accounts for 0.39% of the portfolio, ranked #65.

Kovitz Investment Group Partners first reported a position in CL in Q2 2020 and has held it in 19 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Kovitz Investment Group Partners held 191,988 shares of Colgate-Palmolive worth $17.6M as of Q2 2026.
  • Kovitz Investment Group Partners sold 4,930 Colgate-Palmolive shares in Q2 2026, an estimated $431K.
  • Colgate-Palmolive made up 0.39% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #65 holding.
  • Kovitz Investment Group Partners first reported a position in Colgate-Palmolive in Q2 2020 and has held it in 19 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.