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Mascoma Wealth Management’s Colgate-Palmolive CL Stock Holding History

Mascoma Wealth 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
Q2 		$1.28K Hold
14
– – ﹤0.01% 487
2026
Q1 		$1.19K Hold
14
– – ﹤0.01% 469
2025
Q4 		$1.11K Sell
14
-86
-86% -$6.74K ﹤0.01% 457
2025
Q3 		$7.99K Hold
100
– – ﹤0.01% 344
2025
Q2 		$9.09K Hold
100
– – ﹤0.01% 335
2025
Q1 		$9.37K Hold
100
– – ﹤0.01% 336
2024
Q4 		$9.09K Hold
100
– – ﹤0.01% 358
2024
Q3 		$10.4K Hold
100
– – ﹤0.01% 324
2024
Q2 		$9.7K Hold
100
– – ﹤0.01% 338
2024
Q1 		$9.01K Hold
100
– – ﹤0.01% 327
2023
Q4 		$7.97K Hold
100
– – ﹤0.01% 337
2023
Q3 		$7.11K Hold
100
– – ﹤0.01% 352
2023
Q2 		$7.63K Sell
100
-34
-25% -$2.63K ﹤0.01% 342
2023
Q1 		$10.7K Hold
134
– – ﹤0.01% 399
2022
Q4 		$10.6K Hold
134
– – ﹤0.01% 399
2022
Q3 		$9K Hold
134
– – ﹤0.01% 411
2022
Q2 		$11K Hold
134
– – ﹤0.01% 405
2022
Q1 		$10K Buy
134
+34
+34% +$2.69K ﹤0.01% 434
2021
Q4 		$9K Hold
100
– – ﹤0.01% 413
2021
Q3 		$8K Buy
+100
New +$7.94K ﹤0.01% 355
2021
Q2 		– Sell
-100
Closed -$8K – 164
2021
Q1 		$8K Buy
+100
New +$7.84K ﹤0.01% 352
2019
Q2 		– Sell
-1,769
Closed -$121K – 386
2019
Q1 		$121K Hold
1,769
– – 0.08% 95
2018
Q4 		$105K Hold
1,769
– – 0.08% 99
2018
Q3 		$118K Hold
1,769
– – 0.08% 110
2018
Q2 		$115K Hold
1,769
– – 0.08% 99
2018
Q1 		$127K Hold
1,769
– – 0.08% 95
2017
Q4 		$128K Hold
1,769
– – 0.08% 89
2017
Q3 		$129K Hold
1,769
– – 0.09% 98
2017
Q2 		$131K Buy
+1,769
New +$131K 0.09% 96

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

Mascoma Wealth Management's CL Position: Q2 2026 in Review

Mascoma Wealth Management held its Colgate-Palmolive (CL) position steady in Q2 2026 at 14 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Mascoma Wealth Management first reported a position in CL in Q2 2017 and has held it in 29 quarters since. The position peaked at $131K in Q2 2017. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Mascoma Wealth Management held 14 shares of Colgate-Palmolive worth $1.28K as of Q2 2026.
  • Mascoma Wealth Management left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Mascoma Wealth Management first reported a position in Colgate-Palmolive in Q2 2017 and has held it in 29 quarters since.
  • Mascoma Wealth Management's Colgate-Palmolive position peaked at $131K in Q2 2017.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.