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Omnia Family Wealth’s Colgate-Palmolive CL Stock Holding History

Omnia 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 		$492K Buy
5,369
+324
+6% +$28.3K 0.13% 48
2026
Q1 		$430K Sell
5,045
-308
-6% -$27.5K 0.14% 49
2025
Q4 		$423K Buy
5,353
+438
+9% +$34.3K 0.12% 56
2025
Q3 		$393K Sell
4,915
-651
-12% -$55.5K 0.13% 60
2025
Q2 		$506K Sell
5,566
-249
-4% -$22.7K 0.18% 44
2025
Q1 		$545K Buy
5,815
+356
+7% +$31.9K 0.23% 39
2024
Q4 		$496K Sell
5,459
-305
-5% -$29.1K 0.21% 40
2024
Q3 		$598K Buy
5,764
+92
+2% +$9.38K 0.26% 35
2024
Q2 		$550K Buy
5,672
+57
+1% +$5.26K 0.23% 39
2024
Q1 		$506K Buy
5,615
+39
+0.7% +$3.3K 0.24% 39
2023
Q4 		$444K Sell
5,576
-662
-11% -$49.8K 0.23% 39
2023
Q3 		$444K Hold
6,238
– – 0.28% 39
2023
Q2 		$481K Hold
6,238
– – 0.33% 35
2023
Q1 		$469K Hold
6,238
– – 0.36% 34
2022
Q4 		$491K Hold
6,238
– – 0.4% 34
2022
Q3 		$438K Hold
6,238
– – 0.36% 32
2022
Q2 		$500K Hold
6,238
– – 0.37% 32
2022
Q1 		$473K Hold
6,238
– – 0.31% 39
2021
Q4 		$532K Hold
6,238
– – 0.32% 37
2021
Q3 		$471K Sell
6,238
-58
-0.9% -$4.61K 0.32% 39
2021
Q2 		$512K Buy
6,296
+58
+0.9% +$4.74K 0.33% 36
2021
Q1 		$492K Hold
6,238
– – 0.36% 34
2020
Q4 		$533K Hold
6,238
– – 0.49% 35
2020
Q3 		$481K Hold
6,238
– – 0.46% 35
2020
Q2 		$457K Hold
6,238
– – 0.45% 36
2020
Q1 		$414K Hold
6,238
– – 0.43% 41
2019
Q4 		$429K Hold
6,238
– – 0.2% 58
2019
Q3 		$459K Hold
6,238
– – 0.34% 48
2019
Q2 		$447K Hold
6,238
– – 0.23% 51
2019
Q1 		$428K Hold
6,238
– – 0.21% 49
2018
Q4 		$371K Sell
6,238
-43
-0.7% -$2.69K 0.2% 56
2018
Q3 		$421K Hold
6,281
– – 0.19% 49
2018
Q2 		$407K Buy
6,281
+5,040
+406% +$330K 0.19% 50
2018
Q1 		$89K Buy
1,241
+1,200
+2,927% +$86.4K 0.04% 123
2017
Q4 		$3K Sell
41
-229
-85% -$16.7K ﹤0.01% 362
2017
Q3 		$20K Sell
270
-119
-31% -$8.58K 0.01% 204
2017
Q2 		$29K Buy
389
+348
+849% +$25.8K 0.01% 187
2017
Q1 		$3K Buy
+41
New +$2.87K ﹤0.01% 494

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

Omnia Family Wealth's CL Position: Q2 2026 in Review

Omnia Family Wealth increased its Colgate-Palmolive (CL) stake by 6.4% in Q2 2026, buying an estimated $28.3K and bringing the position to 5,369 shares worth $492K. The position accounts for 0.13% of the portfolio, ranked #48.

Omnia Family Wealth first reported a position in CL in Q1 2017 and has held it in 38 quarters since. The position peaked at $598K in Q3 2024. 654 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Omnia Family Wealth held 5,369 shares of Colgate-Palmolive worth $492K as of Q2 2026.
  • Omnia Family Wealth bought 324 Colgate-Palmolive shares in Q2 2026, an estimated $28.3K.
  • Colgate-Palmolive made up 0.13% of Omnia Family Wealth's portfolio in Q2 2026, its #48 holding.
  • Omnia Family Wealth first reported a position in Colgate-Palmolive in Q1 2017 and has held it in 38 quarters since.
  • Omnia Family Wealth's Colgate-Palmolive position peaked at $598K in Q3 2024.
  • 654 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.