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Moss Adams Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Moss Adams Wealth Advisors’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 		$329K Buy
3,585
+173
+5% +$15.1K 0.02% 210
2026
Q1 		$291K Buy
3,412
+221
+7% +$19.7K 0.02% 210
2025
Q4 		$252K Buy
+3,191
New +$250K 0.02% 223
2025
Q3 		– Sell
-2,209
Closed -$201K – 260
2025
Q2 		$201K Buy
+2,209
New +$202K 0.02% 248

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

Moss Adams Wealth Advisors's CL Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Colgate-Palmolive (CL) stake by 5.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 3,585 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #210.

Moss Adams Wealth Advisors first reported a position in CL in Q2 2025 and has held it in 4 quarters since. 684 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Moss Adams Wealth Advisors held 3,585 shares of Colgate-Palmolive worth $329K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 173 Colgate-Palmolive shares in Q2 2026, an estimated $15.1K.
  • Colgate-Palmolive made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • Moss Adams Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2025 and has held it in 4 quarters since.
  • 684 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.