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McNamara Financial Services’s Colgate-Palmolive CL Stock Holding History

McNamara Financial 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
Q2 		$236K Hold
2,576
– – 0.04% 99
2026
Q1 		$220K Hold
2,576
– – 0.04% 98
2025
Q4 		$204K Hold
2,576
– – 0.04% 97
2025
Q3 		$206K Hold
2,576
– – 0.04% 93
2025
Q2 		$234K Hold
2,576
– – 0.05% 87
2025
Q1 		$241K Buy
+2,576
New +$231K 0.05% 81
2024
Q4 		– Sell
-2,817
Closed -$292K – 81
2024
Q3 		$292K Buy
+2,817
New +$287K 0.06% 74

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

McNamara Financial Services's CL Position: Q2 2026 in Review

McNamara Financial Services held its Colgate-Palmolive (CL) position steady in Q2 2026 at 2,576 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #99.

McNamara Financial Services first reported a position in CL in Q3 2024 and has held it in 7 quarters since. The position peaked at $292K in Q3 2024. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • McNamara Financial Services held 2,576 shares of Colgate-Palmolive worth $236K as of Q2 2026.
  • McNamara Financial Services left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.04% of McNamara Financial Services's portfolio in Q2 2026, its #99 holding.
  • McNamara Financial Services first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 7 quarters since.
  • McNamara Financial Services's Colgate-Palmolive position peaked at $292K in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.