OAG
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Oakmont Advisory Group’s Colgate-Palmolive CL Stock Holding History

Oakmont Advisory Group’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 		$352K Buy
3,844
+342
+10% +$29.9K 0.3% 93
2026
Q1 		$299K Sell
3,502
-642
-15% -$57.2K 0.3% 103
2025
Q4 		$327K Buy
+4,144
New +$325K 0.35% 88

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oakmont Advisory Group's CL Position: Q2 2026 in Review

Oakmont Advisory Group increased its Colgate-Palmolive (CL) stake by 9.8% in Q2 2026, buying an estimated $29.9K and bringing the position to 3,844 shares worth $352K. The position accounts for 0.3% of the portfolio, ranked #93.

Oakmont Advisory Group first reported a position in CL in Q4 2025 and has held it in 3 quarters since. 2,003 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Oakmont Advisory Group held 3,844 shares of Colgate-Palmolive worth $352K as of Q2 2026.
  • Oakmont Advisory Group bought 342 Colgate-Palmolive shares in Q2 2026, an estimated $29.9K.
  • Colgate-Palmolive made up 0.3% of Oakmont Advisory Group's portfolio in Q2 2026, its #93 holding.
  • Oakmont Advisory Group first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • 2,003 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.