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Montecito Bank & Trust’s Colgate-Palmolive CL Stock Holding History

Montecito Bank & Trust’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 		$879K Buy
9,586
+1,001
+12% +$87.6K 0.13% 141
2026
Q1 		$732K Sell
8,585
-1,615
-16% -$144K 0.12% 161
2025
Q4 		$806K Sell
10,200
-4,774
-32% -$374K 0.13% 149
2025
Q3 		$1.2M Buy
+14,974
New +$1.28M 0.19% 122
2025
Q1 		$1.22M Buy
13,001
+681
+6% +$61K 0.22% 110
2024
Q4 		$1.12M Buy
12,320
+1,018
+9% +$97.1K 0.19% 120
2024
Q3 		$1.17M Buy
11,302
+4,851
+75% +$494K 0.2% 115
2024
Q2 		$626K Buy
6,451
+2,642
+69% +$244K 0.13% 153
2024
Q1 		$343K Buy
+3,809
New +$323K 0.07% 219
2017
Q1 		– Sell
-850
Closed -$56K – 220
2016
Q4 		$56K Buy
+850
New +$58.3K 0.02% 279

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

Montecito Bank & Trust's CL Position: Q2 2026 in Review

Montecito Bank & Trust increased its Colgate-Palmolive (CL) stake by 12% in Q2 2026, buying an estimated $87.6K and bringing the position to 9,586 shares worth $879K. The position accounts for 0.13% of the portfolio, ranked #141.

Montecito Bank & Trust first reported a position in CL in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.22M in Q1 2025. 606 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Montecito Bank & Trust held 9,586 shares of Colgate-Palmolive worth $879K as of Q2 2026.
  • Montecito Bank & Trust bought 1,001 Colgate-Palmolive shares in Q2 2026, an estimated $87.6K.
  • Colgate-Palmolive made up 0.13% of Montecito Bank & Trust's portfolio in Q2 2026, its #141 holding.
  • Montecito Bank & Trust first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 10 quarters since.
  • Montecito Bank & Trust's Colgate-Palmolive position peaked at $1.22M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.