Mosaic Family Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.99M Buy
21,740
+17,450
+407% +$1.53M 0.13% 121
2026
Q1
$366K Buy
4,290
+1,728
+67% +$154K 0.04% 209
2025
Q4
$202K Buy
+2,562
New +$201K 0.02% 229
2024
Q4
– Sell
-2,055
Closed -$213K – 215
2024
Q3
$213K Buy
+2,055
New +$209K 0.03% 194
2024
Q2
– Sell
-2,287
Closed -$206K – 197
2024
Q1
$206K Buy
+2,287
New +$194K 0.03% 197

Other funds holding CL

Mosaic Family Wealth Partners's CL Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Colgate-Palmolive (CL) stake by 407% in Q2 2026, buying an estimated $1.53M and bringing the position to 21,740 shares worth $1.99M. The position accounts for 0.13% of the portfolio, ranked #121.

Mosaic Family Wealth Partners first reported a position in CL in Q1 2024 and has held it in 5 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Mosaic Family Wealth Partners held 21,740 shares of Colgate-Palmolive worth $1.99M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 17,450 Colgate-Palmolive shares in Q2 2026, an estimated $1.53M.
  • Colgate-Palmolive made up 0.13% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Mosaic Family Wealth Partners first reported a position in Colgate-Palmolive in Q1 2024 and has held it in 5 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.