LF
CL icon

LifePlan Financial’s Colgate-Palmolive CL Stock Holding History

LifePlan Financial’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 		$825K Sell
8,995
-684
-7% -$59.8K 0.58% 50
2026
Q1 		$825K Buy
9,679
+4,652
+93% +$415K 0.61% 54
2025
Q4 		$397K Buy
+5,027
New +$394K 0.3% 70

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 $3.37T AUM 44.26% 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

LifePlan Financial's CL Position: Q2 2026 in Review

LifePlan Financial reduced its Colgate-Palmolive (CL) stake by 7.1% in Q2 2026, selling an estimated $59.8K and leaving 8,995 shares worth $825K. The position accounts for 0.58% of the portfolio, ranked #50.

LifePlan Financial first reported a position in CL in Q4 2025 and has held it in 3 quarters since. The position peaked at $825K in Q1 2026. 2,005 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • LifePlan Financial held 8,995 shares of Colgate-Palmolive worth $825K as of Q2 2026.
  • LifePlan Financial sold 684 Colgate-Palmolive shares in Q2 2026, an estimated $59.8K.
  • Colgate-Palmolive made up 0.58% of LifePlan Financial's portfolio in Q2 2026, its #50 holding.
  • LifePlan Financial first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • LifePlan Financial's Colgate-Palmolive position peaked at $825K in Q1 2026.
  • 2,005 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.