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Summit Wealth Group, LLC/OK’s Colgate-Palmolive CL Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		$256K Hold
3,000
– – 0.43% 44
2026
Q2 		$275K Hold
3,000
– – 0.36% 51
2026
Q1 		$256K Hold
3,000
– – 0.36% 49
2025
Q4 		$237K Buy
+3,000
New +$235K 0.24% 58

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Summit Wealth Group, LLC/OK's CL Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK held its Colgate-Palmolive (CL) position steady in Q3 2026 at 3,000 shares worth $256K. The position accounts for 0.43% of the portfolio, ranked #44.

Summit Wealth Group, LLC/OK first reported a position in CL in Q4 2025 and has held it in 4 quarters since. The position peaked at $275K in Q2 2026. 1,224 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 3,000 shares of Colgate-Palmolive worth $256K as of Q3 2026.
  • Summit Wealth Group, LLC/OK left its Colgate-Palmolive share count unchanged in Q3 2026.
  • Colgate-Palmolive made up 0.43% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #44 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Colgate-Palmolive position peaked at $275K in Q2 2026.
  • 1,224 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.