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Marshall & Sterling Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Marshall & Sterling Wealth 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 		– Sell
-40
Closed -$3.41K – 342
2026
Q1 		$3.41K Buy
+40
New +$3.56K ﹤0.01% 274
2025
Q4 		– Sell
-106
Closed -$8.47K – 397
2025
Q3 		$8.47K Buy
106
+28
+36% +$2.39K 0.01% 385
2025
Q2 		$7.09K Hold
78
– – ﹤0.01% 412
2025
Q1 		$7.31K Buy
+78
New +$6.98K 0.01% 385

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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 40 shares — an estimated $3.41K sold.

Marshall & Sterling Wealth Advisors first reported a position in CL in Q1 2025 and held it in 4 quarters. The position peaked at $8.47K in Q3 2025. 470 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 40 Colgate-Palmolive shares in Q2 2026, an estimated $3.41K.
  • Marshall & Sterling Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2025 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's Colgate-Palmolive position peaked at $8.47K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.