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LVW Advisors’s Colgate-Palmolive CL Stock Holding History

LVW Advisors’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 		$661K Sell
7,214
-638
-8% -$55.8K 0.06% 183
2026
Q1 		$669K Sell
7,852
-1,924
-20% -$171K 0.06% 163
2025
Q4 		$773K Buy
9,776
+2,230
+30% +$175K 0.08% 120
2025
Q3 		$603K Sell
7,546
-2,746
-27% -$234K 0.06% 163
2025
Q2 		$936K Buy
10,292
+5,224
+103% +$477K 0.1% 118
2025
Q1 		$475K Sell
5,068
-320
-6% -$28.7K 0.06% 177
2024
Q4 		$490K Buy
5,388
+597
+12% +$57K 0.06% 193
2024
Q3 		$497K Buy
4,791
+1,891
+65% +$193K 0.06% 186
2024
Q2 		$281K Buy
+2,900
New +$268K 0.04% 239

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

LVW Advisors's CL Position: Q2 2026 in Review

LVW Advisors reduced its Colgate-Palmolive (CL) stake by 8.1% in Q2 2026, selling an estimated $55.8K and leaving 7,214 shares worth $661K. The position accounts for 0.06% of the portfolio, ranked #183.

LVW Advisors first reported a position in CL in Q2 2024 and has held it in 9 quarters since. The position peaked at $936K in Q2 2025. 610 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • LVW Advisors held 7,214 shares of Colgate-Palmolive worth $661K as of Q2 2026.
  • LVW Advisors sold 638 Colgate-Palmolive shares in Q2 2026, an estimated $55.8K.
  • Colgate-Palmolive made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #183 holding.
  • LVW Advisors first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 9 quarters since.
  • LVW Advisors's Colgate-Palmolive position peaked at $936K in Q2 2025.
  • 610 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.