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

Legacy 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
Q3 		$684K Buy
7,179
+79
+1% +$7.15K 0.11% 120
2026
Q2 		$651K Sell
7,100
-5
-0.1% -$437 0.12% 115
2026
Q1 		$606K Buy
7,105
+41
+0.6% +$3.65K 0.12% 116
2025
Q4 		$558K Sell
7,064
-349
-5% -$27.4K 0.1% 116
2025
Q3 		$593K Buy
7,413
+500
+7% +$42.7K 0.12% 114
2025
Q2 		$628K Hold
6,913
– – 0.15% 95
2025
Q1 		$648K Hold
6,913
– – 0.16% 95
2024
Q4 		$628K Sell
6,913
-9
-0.1% -$859 0.15% 94
2024
Q3 		$719K Buy
6,922
+1
+0% +$102 0.17% 91
2024
Q2 		$672K Sell
6,921
-4
-0.1% -$369 0.17% 91
2024
Q1 		$624K Buy
6,925
+116
+2% +$9.8K 0.16% 95
2023
Q4 		$543K Buy
6,809
+342
+5% +$25.7K 0.14% 100
2023
Q3 		$460K Buy
6,467
+7
+0.1% +$523 0.13% 104
2023
Q2 		$498K Buy
6,460
+39
+0.6% +$3.02K 0.14% 102
2023
Q1 		$483K Hold
6,421
– – 0.14% 104
2022
Q4 		$506K Buy
+6,421
New +$481K 0.16% 97

Other funds holding CL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's CL Position: Q3 2026 in Review

Legacy Trust increased its Colgate-Palmolive (CL) stake by 1.1% in Q3 2026, buying an estimated $7.15K and bringing the position to 7,179 shares worth $684K. The position accounts for 0.11% of the portfolio, ranked #120.

Legacy Trust first reported a position in CL in Q4 2022 and has held it in 16 quarters since. The position peaked at $719K in Q3 2024. 1,212 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Legacy Trust held 7,179 shares of Colgate-Palmolive worth $684K as of Q3 2026.
  • Legacy Trust bought 79 Colgate-Palmolive shares in Q3 2026, an estimated $7.15K.
  • Colgate-Palmolive made up 0.11% of Legacy Trust's portfolio in Q3 2026, its #120 holding.
  • Legacy Trust first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's Colgate-Palmolive position peaked at $719K in Q3 2024.
  • 1,212 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.