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

MOKAN 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 		$1.06M Buy
11,505
+4,356
+61% +$381K 0.4% 53
2026
Q1 		$609K Sell
7,149
-620
-8% -$55.3K 0.27% 80
2025
Q4 		$614K Sell
7,769
-801
-9% -$62.8K 0.27% 61
2025
Q3 		$685K Buy
8,570
+1,217
+17% +$104K 0.34% 66
2025
Q2 		$668K Buy
7,353
+942
+15% +$86K 0.37% 60
2025
Q1 		$601K Buy
6,411
+461
+8% +$41.3K 0.36% 59
2024
Q4 		$541K Buy
+5,950
New +$568K 0.34% 61

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

MOKAN Wealth Management increased its Colgate-Palmolive (CL) stake by 61% in Q2 2026, buying an estimated $381K and bringing the position to 11,505 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #53.

MOKAN Wealth Management first reported a position in CL in Q4 2024 and has held it in 7 quarters since. 909 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • MOKAN Wealth Management held 11,505 shares of Colgate-Palmolive worth $1.06M as of Q2 2026.
  • MOKAN Wealth Management bought 4,356 Colgate-Palmolive shares in Q2 2026, an estimated $381K.
  • Colgate-Palmolive made up 0.4% of MOKAN Wealth Management's portfolio in Q2 2026, its #53 holding.
  • MOKAN Wealth Management first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 7 quarters since.
  • 909 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.