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LRI Investments’s Colgate-Palmolive CL Stock Holding History

LRI Investments’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 		$642K Buy
6,998
+30
+0.4% +$2.63K 0.05% 166
2026
Q1 		$594K Buy
6,968
+2,578
+59% +$230K 0.05% 162
2025
Q4 		$347K Sell
4,390
-1,254
-22% -$98.3K 0.03% 210
2025
Q3 		$451K Hold
5,644
– – 0.04% 188
2025
Q2 		$513K Hold
5,644
– – 0.04% 176
2025
Q1 		$529K Buy
5,644
+207
+4% +$18.5K 0.05% 160
2024
Q4 		$494K Hold
5,437
– – 0.05% 139
2024
Q3 		$497K Buy
5,437
+2,337
+75% +$238K 0.05% 149
2024
Q2 		$301K Buy
3,100
+166
+6% +$15.3K 0.03% 184
2024
Q1 		$264K Buy
+2,934
New +$249K 0.07% 119

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

LRI Investments's CL Position: Q2 2026 in Review

LRI Investments increased its Colgate-Palmolive (CL) stake by 0.43% in Q2 2026, buying an estimated $2.63K and bringing the position to 6,998 shares worth $642K. The position accounts for 0.05% of the portfolio, ranked #166.

LRI Investments first reported a position in CL in Q1 2024 and has held it in 10 quarters since. 2,020 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • LRI Investments held 6,998 shares of Colgate-Palmolive worth $642K as of Q2 2026.
  • LRI Investments bought 30 Colgate-Palmolive shares in Q2 2026, an estimated $2.63K.
  • Colgate-Palmolive made up 0.05% of LRI Investments's portfolio in Q2 2026, its #166 holding.
  • LRI Investments first reported a position in Colgate-Palmolive in Q1 2024 and has held it in 10 quarters since.
  • 2,020 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.