Matrix Asset Advisors
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Matrix Asset Advisors’s Colgate-Palmolive CL Stock Holding History

Matrix Asset 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
Q3 		– Sell
-2,383
Closed -$218K – 102
2026
Q2 		$218K Hold
2,383
– – 0.02% 99
2026
Q1 		$203K Buy
+2,383
New +$212K 0.02% 99
2025
Q3 		– Sell
-2,383
Closed -$217K – 109
2025
Q2 		$217K Sell
2,383
-166
-7% -$15.2K 0.02% 104
2025
Q1 		$239K Sell
2,549
-34
-1% -$3.04K 0.03% 96
2024
Q4 		$235K Hold
2,583
– – 0.03% 101
2024
Q3 		$268K Sell
2,583
-17
-0.7% -$1.73K 0.03% 89
2024
Q2 		$252K Hold
2,600
– – 0.03% 87
2024
Q1 		$234K Sell
2,600
-50
-2% -$4.24K 0.03% 91
2023
Q4 		$211K Buy
+2,650
New +$199K 0.03% 92
2023
Q3 		– Sell
-2,650
Closed -$204K – 95
2023
Q2 		$204K Buy
+2,650
New +$205K 0.03% 93
2023
Q1 		– Sell
-2,650
Closed -$209K – 94
2022
Q4 		$209K Buy
+2,650
New +$199K 0.03% 83
2022
Q3 		– Sell
-2,650
Closed -$212K – 83
2022
Q2 		$212K Hold
2,650
– – 0.03% 81
2022
Q1 		$201K Hold
2,650
– – 0.03% 86
2021
Q4 		$226K Hold
2,650
– – 0.03% 81
2021
Q3 		$200K Hold
2,650
– – 0.03% 80
2021
Q2 		$216K Hold
2,650
– – 0.03% 76
2021
Q1 		$209K Hold
2,650
– – 0.03% 87
2020
Q4 		$227K Hold
2,650
– – 0.04% 82
2020
Q3 		$204K Buy
+2,650
New +$202K 0.04% 77
2018
Q1 		– Sell
-2,725
Closed -$206K – 65
2017
Q4 		$206K Buy
+2,725
New +$199K 0.03% 65
2017
Q3 		– Sell
-2,725
Closed -$202K – 68
2017
Q2 		$202K Sell
2,725
-50
-2% -$3.71K 0.03% 62
2017
Q1 		$203K Buy
+2,775
New +$194K 0.04% 61
2016
Q4 		– Sell
-2,775
Closed -$206K – 76
2016
Q3 		$206K Hold
2,775
– – 0.04% 72
2016
Q2 		$203K Buy
+2,775
New +$198K 0.04% 68

Other funds holding CL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Matrix Asset Advisors's CL Position: Q3 2026 in Review

Matrix Asset Advisors sold out of Colgate-Palmolive (CL) in Q3 2026, closing a stake of 2,383 shares — an estimated $218K sold.

Matrix Asset Advisors first reported a position in CL in Q2 2016 and held it in 24 quarters. The position peaked at $268K in Q3 2024. 389 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Matrix Asset Advisors reported no remaining Colgate-Palmolive position as of Q3 2026 after selling out during the quarter.
  • Matrix Asset Advisors sold 2,383 Colgate-Palmolive shares in Q3 2026, an estimated $218K.
  • Matrix Asset Advisors first reported a position in Colgate-Palmolive in Q2 2016 and held it in 24 quarters.
  • Matrix Asset Advisors's Colgate-Palmolive position peaked at $268K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.