LVM Capital Management’s Colgate-Palmolive CL Stock Holding History

LVM Capital 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 Q3	$272K	Sell	3,184 -34	-1%	-$3.08K	0.02%	135
2026 Q2	$295K	Hold	3,218	–	–	0.02%	132
2026 Q1	$274K	Buy	3,218 +34	+1%	+$3.03K	0.03%	134
2025 Q4	$252K	Hold	3,184	–	–	0.02%	138
2025 Q3	$255K	Hold	3,184	–	–	0.02%	138
2025 Q2	$289K	Hold	3,184	–	–	0.03%	129
2025 Q1	$298K	Hold	3,184	–	–	0.03%	128
2024 Q4	$289K	Sell	3,184 -16	-0.5%	-$1.53K	0.03%	134
2024 Q3	$311K	Hold	3,200	–	–	0.04%	127
2024 Q2	$311K	Hold	3,200	–	–	0.04%	127
2024 Q1	$288K	Hold	3,200	–	–	0.03%	125
2023 Q4	$255K	Sell	3,200 -447	-12%	-$33.6K	0.03%	131
2023 Q3	$259K	Hold	3,647	–	–	0.04%	125
2023 Q2	$281K	Hold	3,647	–	–	0.04%	123
2023 Q1	$274K	Hold	3,647	–	–	0.04%	122
2022 Q4	$287K	Buy	3,647 +447	+14%	+$33.5K	0.04%	113
2022 Q3	$225K	Hold	3,200	–	–	0.03%	121
2022 Q2	$256K	Hold	3,200	–	–	0.04%	116
2022 Q1	$243K	Hold	3,200	–	–	0.03%	126
2021 Q4	$273K	Hold	3,200	–	–	0.04%	111
2021 Q3	$242K	Hold	3,200	–	–	0.04%	115
2021 Q2	$260K	Hold	3,200	–	–	0.04%	110
2021 Q1	$252K	Hold	3,200	–	–	0.04%	111
2020 Q4	$274K	Hold	3,200	–	–	0.05%	102
2020 Q3	$247K	Hold	3,200	–	–	0.05%	95
2020 Q2	$234K	Hold	3,200	–	–	0.05%	97
2020 Q1	$212K	Hold	3,200	–	–	0.05%	95
2019 Q4	$220K	Hold	3,200	–	–	0.04%	106
2019 Q3	$235K	Hold	3,200	–	–	0.05%	100
2019 Q2	$229K	Hold	3,200	–	–	0.05%	98
2019 Q1	$219K	Buy	+3,200	New	+$207K	0.05%	104
2018 Q4	–	Sell	-3,434	Closed	-$230K	–	105
2018 Q3	$230K	Hold	3,434	–	–	0.05%	103
2018 Q2	$223K	Sell	3,434 -117	-3%	-$7.65K	0.05%	106
2018 Q1	$255K	Hold	3,551	–	–	0.06%	102
2017 Q4	$268K	Buy	3,551 +351	+11%	+$25.6K	0.06%	101
2017 Q3	$233K	Hold	3,200	–	–	0.06%	102
2017 Q2	$237K	Hold	3,200	–	–	0.06%	102
2017 Q1	$234K	Sell	3,200 -100	-3%	-$7K	0.06%	105
2016 Q4	$216K	Sell	3,300 -700	-18%	-$48K	0.06%	107
2016 Q3	$273K	Buy	4,000 +700	+21%	+$51.7K	0.09%	88
2016 Q2	$242K	Hold	3,300	–	–	0.07%	100
2016 Q1	$233K	Sell	3,300 -700	-18%	-$46.6K	0.07%	99
2015 Q4	$266K	Hold	4,000	–	–	0.09%	91
2015 Q3	$254K	Hold	4,000	–	–	0.09%	89
2015 Q2	$262K	Hold	4,000	–	–	0.09%	95
2015 Q1	$277K	Sell	4,000 -107	-3%	-$7.4K	0.09%	91
2014 Q4	$284K	Buy	4,107 +107	+3%	+$7.23K	0.09%	89
2014 Q3	$261K	Hold	4,000	–	–	0.09%	91
2014 Q2	$273K	Buy	4,000 +100	+3%	+$6.7K	0.09%	88
2014 Q1	$253K	Hold	3,900	–	–	0.09%	92
2013 Q4	$254K	Hold	3,900	–	–	0.09%	96
2013 Q3	$231K	Hold	3,900	–	–	0.09%	98
2013 Q2	$223K	Buy	+3,900	New	+$231K	0.09%	106

Other funds holding CL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LVM Capital Management's CL Position: Q3 2026 in Review

LVM Capital Management reduced its Colgate-Palmolive (CL) stake by 1.1% in Q3 2026, selling an estimated $3.08K and leaving 3,184 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #135.

LVM Capital Management first reported a position in CL in Q2 2013 and has held it in 53 quarters since. The position peaked at $311K in Q3 2024. 1,508 funds tracked by Wall St. Rank hold CL as of Q3 2026.

LVM Capital Management held 3,184 shares of Colgate-Palmolive worth $272K as of Q3 2026.
LVM Capital Management sold 34 Colgate-Palmolive shares in Q3 2026, an estimated $3.08K.
Colgate-Palmolive made up 0.02% of LVM Capital Management's portfolio in Q3 2026, its #135 holding.
LVM Capital Management first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's Colgate-Palmolive position peaked at $311K in Q3 2024.
1,508 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.