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

Mattern 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 		$986K Hold
10,754
– – 0.16% 69
2026
Q1 		$917K Hold
10,754
– – 0.18% 64
2025
Q4 		$850K Sell
10,754
-262
-2% -$20.5K 0.16% 66
2025
Q3 		$881K Sell
11,016
-1,957
-15% -$167K 0.18% 64
2025
Q2 		$1.18M Sell
12,973
-243
-2% -$22.2K 0.25% 59
2025
Q1 		$1.24M Sell
13,216
-1,616
-11% -$145K 0.27% 58
2024
Q4 		$1.35M Sell
14,832
-416
-3% -$39.7K 0.3% 58
2024
Q3 		$1.58M Sell
15,248
-7,562
-33% -$771K 0.35% 60
2024
Q2 		$2.21M Sell
22,810
-1,513
-6% -$140K 0.53% 51
2024
Q1 		$2.19M Buy
24,323
+130
+0.5% +$11K 0.53% 58
2023
Q4 		$1.93M Buy
24,193
+341
+1% +$25.6K 0.5% 59
2023
Q3 		$1.7M Buy
23,852
+4,992
+26% +$373K 0.5% 57
2023
Q2 		$1.45M Buy
18,860
+1,601
+9% +$124K 0.42% 68
2023
Q1 		$1.3M Buy
17,259
+5,563
+48% +$414K 0.43% 74
2022
Q4 		$922K Buy
11,696
+52
+0.4% +$3.9K 0.37% 76
2022
Q3 		$818K Buy
11,644
+152
+1% +$11.9K 0.33% 76
2022
Q2 		$921K Hold
11,492
– – 0.36% 71
2022
Q1 		$871K Sell
11,492
-113
-1% -$8.95K 0.29% 79
2021
Q4 		$990K Buy
11,605
+6,855
+144% +$535K 0.29% 81
2021
Q3 		$359K Sell
4,750
-44
-0.9% -$3.49K 0.12% 127
2021
Q2 		$405K Sell
4,794
-806
-14% -$65.9K 0.13% 127
2021
Q1 		$441K Sell
5,600
-8,397
-60% -$658K 0.16% 113
2020
Q4 		$1.2M Sell
13,997
-4,812
-26% -$398K 0.45% 63
2020
Q3 		$1.45M Buy
18,809
+4,893
+35% +$373K 0.62% 47
2020
Q2 		$1.02M Buy
13,916
+1,660
+14% +$118K 0.5% 66
2020
Q1 		$813K Buy
12,256
+3,117
+34% +$220K 0.59% 56
2019
Q4 		$629K Buy
+9,139
New +$623K 0.38% 82

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

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

Mattern Wealth Management held its Colgate-Palmolive (CL) position steady in Q2 2026 at 10,754 shares worth $986K. The position accounts for 0.16% of the portfolio, ranked #69.

Mattern Wealth Management first reported a position in CL in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.21M in Q2 2024. 599 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Mattern Wealth Management held 10,754 shares of Colgate-Palmolive worth $986K as of Q2 2026.
  • Mattern Wealth Management left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.16% of Mattern Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Mattern Wealth Management first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Colgate-Palmolive position peaked at $2.21M in Q2 2024.
  • 599 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.