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Legacy Private Trust’s Colgate-Palmolive CL Stock Holding History

Legacy Private Trust’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 		$259K Sell
2,823
-53
-2% -$4.64K 0.01% 247
2026
Q1 		$245K Sell
2,876
-370
-11% -$33K 0.02% 244
2025
Q4 		$256K Sell
3,246
-935
-22% -$73.3K 0.02% 238
2025
Q3 		$334K Sell
4,181
-834
-17% -$71.1K 0.02% 219
2025
Q2 		$456K Buy
5,015
+1,216
+32% +$111K 0.03% 191
2025
Q1 		$356K Buy
+3,799
New +$340K 0.02% 198

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

Legacy Private Trust's CL Position: Q2 2026 in Review

Legacy Private Trust reduced its Colgate-Palmolive (CL) stake by 1.8% in Q2 2026, selling an estimated $4.64K and leaving 2,823 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #247.

Legacy Private Trust first reported a position in CL in Q1 2025 and has held it in 6 quarters since. The position peaked at $456K in Q2 2025. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Legacy Private Trust held 2,823 shares of Colgate-Palmolive worth $259K as of Q2 2026.
  • Legacy Private Trust sold 53 Colgate-Palmolive shares in Q2 2026, an estimated $4.64K.
  • Colgate-Palmolive made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #247 holding.
  • Legacy Private Trust first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 6 quarters since.
  • Legacy Private Trust's Colgate-Palmolive position peaked at $456K in Q2 2025.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.