Morton Brown Family Wealth’s Colgate-Palmolive CL Stock Holding History

Morton Brown Family Wealth’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	$2.29K	Buy	25 +11	+79%	+$962	﹤0.01%	258
2026 Q1	$1.19K	Hold	14	–	–	﹤0.01%	265
2025 Q4	$1.11K	Buy	+14	New	+$1.1K	﹤0.01%	271
2024 Q1	–	Sell	-29	Closed	-$2.31K	–	233
2023 Q4	$2.31K	Buy	+29	New	+$2.18K	﹤0.01%	236
2022 Q4	–	Sell	-522	Closed	-$37K	–	177
2022 Q3	$37K	Sell	522 -76	-13%	-$5.96K	0.03%	73
2022 Q2	$48K	Sell	598 -2	-0.3%	-$156	0.04%	66
2022 Q1	$45K	Hold	600	–	–	0.03%	71
2021 Q4	$51K	Buy	+600	New	+$46.9K	0.04%	73

Other funds holding CL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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) 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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Morton Brown Family Wealth's CL Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Colgate-Palmolive (CL) stake by 79% in Q2 2026, buying an estimated $962 and bringing the position to 25 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Morton Brown Family Wealth first reported a position in CL in Q4 2021 and has held it in 8 quarters since. The position peaked at $51K in Q4 2021. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Morton Brown Family Wealth held 25 shares of Colgate-Palmolive worth $2.29K as of Q2 2026.
Morton Brown Family Wealth bought 11 Colgate-Palmolive shares in Q2 2026, an estimated $962.
Colgate-Palmolive made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #258 holding.
Morton Brown Family Wealth first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 8 quarters since.
Morton Brown Family Wealth's Colgate-Palmolive position peaked at $51K in Q4 2021.
597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.