McCarter Private Wealth Services’s Colgate-Palmolive CL Stock Holding History

McCarter Private Wealth Services’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	$343K	Buy	4,024 +55	+1%	+$4.98K	0.12%	135
2026 Q2	$364K	Sell	3,969 -765	-16%	-$66.9K	0.13%	127
2026 Q1	$403K	Sell	4,734 -250	-5%	-$22.3K	0.18%	104
2025 Q4	$394K	Hold	4,984	–	–	0.18%	107
2025 Q3	$398K	Sell	4,984 -285	-5%	-$24.3K	0.2%	91
2025 Q2	$479K	Hold	5,269	–	–	0.27%	68
2025 Q1	$494K	Sell	5,269 -280	-5%	-$25.1K	0.32%	58
2024 Q4	$504K	Sell	5,549 -180	-3%	-$17.2K	0.32%	57
2024 Q3	$595K	Buy	+5,729	New	+$584K	0.38%	54

Other funds holding CL

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

McCarter Private Wealth Services's CL Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Colgate-Palmolive (CL) stake by 1.4% in Q3 2026, buying an estimated $4.98K and bringing the position to 4,024 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #135.

McCarter Private Wealth Services first reported a position in CL in Q3 2024 and has held it in 9 quarters since. The position peaked at $595K in Q3 2024. 543 funds tracked by Wall St. Rank hold CL as of Q3 2026.

McCarter Private Wealth Services held 4,024 shares of Colgate-Palmolive worth $343K as of Q3 2026.
McCarter Private Wealth Services bought 55 Colgate-Palmolive shares in Q3 2026, an estimated $4.98K.
Colgate-Palmolive made up 0.12% of McCarter Private Wealth Services's portfolio in Q3 2026, its #135 holding.
McCarter Private Wealth Services first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Colgate-Palmolive position peaked at $595K in Q3 2024.
543 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.