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Moody Lynn & Lieberson’s Colgate-Palmolive CL Stock Holding History

Moody Lynn & Lieberson’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 		$227K Sell
2,474
-129
-5% -$11.3K 0.01% 245
2026
Q1 		$222K Hold
2,603
– – 0.01% 236
2025
Q4 		$206K Buy
+2,603
New +$204K 0.01% 256
2025
Q3 		– Sell
-2,408
Closed -$219K – 262
2025
Q2 		$219K Buy
2,408
+54
+2% +$4.93K 0.01% 244
2025
Q1 		$221K Hold
2,354
– – 0.01% 227
2024
Q4 		$214K Hold
2,354
– – 0.01% 232
2024
Q3 		$244K Hold
2,354
– – 0.02% 226
2024
Q2 		$228K Buy
2,354
+50
+2% +$4.61K 0.02% 220
2024
Q1 		$207K Buy
+2,304
New +$195K 0.01% 226
2022
Q2 		– Sell
-12,394
Closed -$940K – 224
2022
Q1 		$940K Hold
12,394
– – 0.07% 116
2021
Q4 		$1.06M Sell
12,394
-1,910
-13% -$149K 0.07% 119
2021
Q3 		$1.08M Sell
14,304
-585
-4% -$46.5K 0.08% 111
2021
Q2 		$1.21M Hold
14,889
– – 0.09% 105
2021
Q1 		$1.17M Buy
14,889
+311
+2% +$24.4K 0.1% 102
2020
Q4 		$1.25M Sell
14,578
-400
-3% -$33.1K 0.11% 103
2020
Q3 		$1.16M Buy
14,978
+400
+3% +$30.5K 0.11% 96
2020
Q2 		$1.07M Buy
14,578
+2,085
+17% +$148K 0.12% 88
2020
Q1 		$829 Buy
12,493
+6,121
+96% +$432K 0.11% 85
2019
Q4 		$439K Hold
6,372
– – 0.04% 163
2019
Q3 		$468K Hold
6,372
– – 0.05% 144
2019
Q2 		$457K Hold
6,372
– – 0.05% 156
2019
Q1 		$437K Hold
6,372
– – 0.05% 153
2018
Q4 		$379K Sell
6,372
-48
-0.7% -$3K 0.05% 153
2018
Q3 		$430K Hold
6,420
– – 0.05% 169
2018
Q2 		$416K Sell
6,420
-5,306
-45% -$347K 0.05% 170
2018
Q1 		$841K Buy
11,726
+186
+2% +$13.4K 0.1% 111
2017
Q4 		$862K Hold
11,540
– – 0.09% 114
2017
Q3 		$841K Hold
11,540
– – 0.1% 115
2017
Q2 		$855K Buy
11,540
+6,950
+151% +$516K 0.11% 110
2017
Q1 		$336K Hold
4,590
– – 0.05% 149
2016
Q4 		$300K Hold
4,590
– – 0.04% 151
2016
Q3 		$340K Hold
4,590
– – 0.06% 148
2016
Q2 		$336K Hold
4,590
– – 0.06% 132
2016
Q1 		$324K Sell
4,590
-45
-1% -$2.99K 0.05% 144
2015
Q4 		$309K Buy
4,635
+115
+3% +$7.65K 0.05% 151
2015
Q3 		$287K Sell
4,520
-100
-2% -$6.53K 0.06% 146
2015
Q2 		$302K Hold
4,620
– – 0.05% 160
2015
Q1 		$320K Hold
4,620
– – 0.05% 145
2014
Q4 		$320K Hold
4,620
– – 0.05% 155
2014
Q3 		$301K Sell
4,620
-150
-3% -$9.89K 0.04% 148
2014
Q2 		$325K Sell
4,770
-10
-0.2% -$670 0.04% 145
2014
Q1 		$310K Sell
4,780
-344
-7% -$21.7K 0.04% 156
2013
Q4 		$334K Buy
5,124
+194
+4% +$12.4K 0.05% 152
2013
Q3 		$292K Sell
4,930
-150
-3% -$8.89K 0.05% 145
2013
Q2 		$291K Buy
+5,080
New +$302K 0.05% 125

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

Moody Lynn & Lieberson's CL Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Colgate-Palmolive (CL) stake by 5% in Q2 2026, selling an estimated $11.3K and leaving 2,474 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #245.

Moody Lynn & Lieberson first reported a position in CL in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.25M in Q4 2020. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Moody Lynn & Lieberson held 2,474 shares of Colgate-Palmolive worth $227K as of Q2 2026.
  • Moody Lynn & Lieberson sold 129 Colgate-Palmolive shares in Q2 2026, an estimated $11.3K.
  • Colgate-Palmolive made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #245 holding.
  • Moody Lynn & Lieberson first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 45 quarters since.
  • Moody Lynn & Lieberson's Colgate-Palmolive position peaked at $1.25M in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.