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

Mission 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 		$1.91M Buy
+20,832
New +$1.82M 0.02% 324
2026
Q1 		– Sell
-3,944
Closed -$312K – 734
2025
Q4 		$312K Sell
3,944
-621
-14% -$48.7K 0.01% 606
2025
Q3 		$365K Sell
4,565
-1,897
-29% -$162K 0.01% 557
2025
Q2 		$587K Sell
6,462
-8
-0.1% -$730 0.01% 437
2025
Q1 		$606K Sell
6,470
-22
-0.3% -$1.97K 0.01% 410
2024
Q4 		$590K Sell
6,492
-13
-0.2% -$1.24K 0.01% 389
2024
Q3 		$675K Buy
6,505
+2,227
+52% +$227K 0.02% 369
2024
Q2 		$415K Buy
4,278
+116
+3% +$10.7K 0.01% 453
2024
Q1 		$375K Buy
4,162
+973
+31% +$82.4K 0.01% 504
2023
Q4 		$254K Buy
+3,189
New +$240K 0.01% 509
2023
Q2 		– Sell
-3,496
Closed -$263K – 552
2023
Q1 		$263K Sell
3,496
-152
-4% -$11.3K 0.01% 461
2022
Q4 		$287K Buy
3,648
+232
+7% +$17.4K 0.01% 431
2022
Q3 		$240K Sell
3,416
-1,010
-23% -$79.2K 0.01% 434
2022
Q2 		$355K Sell
4,426
-5
-0.1% -$391 0.02% 366
2022
Q1 		$336K Sell
4,431
-129
-3% -$10.2K 0.02% 393
2021
Q4 		$389K Buy
4,560
+134
+3% +$10.5K 0.02% 375
2021
Q3 		$334K Buy
4,426
+106
+2% +$8.42K 0.02% 385
2021
Q2 		$351K Sell
4,320
-327
-7% -$26.7K 0.02% 360
2021
Q1 		$366K Sell
4,647
-341
-7% -$26.7K 0.02% 319
2020
Q4 		$426K Buy
4,988
+760
+18% +$62.8K 0.03% 273
2020
Q3 		$326K Sell
4,228
-5
-0.1% -$381 0.02% 264
2020
Q2 		$310K Sell
4,233
-15
-0.4% -$1.07K 0.03% 250
2020
Q1 		$282K Buy
4,248
+312
+8% +$22K 0.03% 219
2019
Q4 		$271K Buy
3,936
+227
+6% +$15.5K 0.03% 272
2019
Q3 		$273K Sell
3,709
-263
-7% -$19.1K 0.03% 251
2019
Q2 		$285K Buy
3,972
+6
+0.2% +$426 0.03% 244
2019
Q1 		$272K Buy
+3,966
New +$256K 0.03% 243
2018
Q2 		– Sell
-3,370
Closed -$242K – 270
2018
Q1 		$242K Buy
3,370
+41
+1% +$2.95K 0.04% 193
2017
Q4 		$251K Buy
+3,329
New +$243K 0.04% 173

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

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

Mission Wealth Management opened a new position in Colgate-Palmolive (CL) in Q2 2026: 20,832 shares worth $1.91M. The stake represents 0.02% of the portfolio and ranks #324 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in CL as recently as Q4 2025.

Mission Wealth Management first reported a position in CL in Q4 2017 and has held it in 29 quarters since. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Mission Wealth Management held 20,832 shares of Colgate-Palmolive worth $1.91M as of Q2 2026.
  • Colgate-Palmolive was a new Mission Wealth Management position in Q2 2026.
  • Colgate-Palmolive made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Mission Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 29 quarters since.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.