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Legacy Wealth Asset Management’s Colgate-Palmolive CL Stock Holding History

Legacy Wealth Asset 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 		$2.25M Buy
24,591
+177
+0.7% +$15.5K 0.49% 40
2026
Q1 		$2.08M Buy
24,414
+4,296
+21% +$383K 0.51% 36
2025
Q4 		$1.59M Sell
20,118
-3,494
-15% -$274K 0.39% 59
2025
Q3 		$1.89M Buy
23,612
+16,662
+240% +$1.42M 0.46% 49
2025
Q2 		$632K Sell
6,950
-28
-0.4% -$2.56K 0.16% 201
2025
Q1 		$654K Sell
6,978
-34
-0.5% -$3.04K 0.18% 182
2024
Q4 		$637K Sell
7,012
-82
-1% -$7.83K 0.17% 184
2024
Q3 		$736K Sell
7,094
-1
-0% -$102 0.2% 149
2024
Q2 		$688K Sell
7,095
-2,197
-24% -$203K 0.19% 146
2024
Q1 		$837K Buy
9,292
+53
+0.6% +$4.49K 0.23% 120
2023
Q4 		$736K Buy
9,239
+30
+0.3% +$2.26K 0.24% 127
2023
Q3 		$655K Buy
9,209
+31
+0.3% +$2.32K 0.24% 132
2023
Q2 		$707K Sell
9,178
-1,684
-16% -$130K 0.25% 125
2023
Q1 		$816K Buy
10,862
+29
+0.3% +$2.16K 0.29% 99
2022
Q4 		$854K Buy
10,833
+218
+2% +$16.3K 0.33% 96
2022
Q3 		$746K Sell
10,615
-701
-6% -$55K 0.33% 101
2022
Q2 		$907K Buy
11,316
+139
+1% +$10.9K 0.37% 94
2022
Q1 		$848K Buy
11,177
+395
+4% +$31.3K 0.3% 132
2021
Q4 		$920K Buy
10,782
+1,320
+14% +$103K 0.31% 123
2021
Q3 		$715K Buy
9,462
+188
+2% +$14.9K 0.33% 124
2021
Q2 		$754K Buy
9,274
+254
+3% +$20.8K 0.33% 124
2021
Q1 		$711K Buy
9,020
+243
+3% +$19K 0.33% 125
2020
Q4 		$751K Buy
+8,777
New +$726K 0.38% 95

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

Legacy Wealth Asset Management increased its Colgate-Palmolive (CL) stake by 0.72% in Q2 2026, buying an estimated $15.5K and bringing the position to 24,591 shares worth $2.25M. The position accounts for 0.49% of the portfolio, ranked #40.

Legacy Wealth Asset Management first reported a position in CL in Q4 2020 and has held it in 23 quarters since. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Legacy Wealth Asset Management held 24,591 shares of Colgate-Palmolive worth $2.25M as of Q2 2026.
  • Legacy Wealth Asset Management bought 177 Colgate-Palmolive shares in Q2 2026, an estimated $15.5K.
  • Colgate-Palmolive made up 0.49% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #40 holding.
  • Legacy Wealth Asset Management first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 23 quarters since.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.