OneAscent Investment Solutions’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
Q1
$333K Sell
3,912
-97
-2% -$8.64K 0.33% 85
2025
Q4
$317K Hold
4,009
0.34% 86
2025
Q3
$320K Buy
4,009
+424
+12% +$36.2K 0.34% 86
2025
Q2
$326K Buy
3,585
+513
+17% +$46.8K 0.35% 86
2025
Q1
$288K Buy
+3,072
New +$275K 0.34% 87

Other funds holding CL

OneAscent Investment Solutions's CL Position: Q1 2026 in Review

OneAscent Investment Solutions reduced its Colgate-Palmolive (CL) stake by 2.4% in Q1 2026, selling an estimated $8.64K and leaving 3,912 shares worth $333K. The position accounts for 0.33% of the portfolio, ranked #85.

OneAscent Investment Solutions first reported a position in CL in Q1 2025 and has held it in 5 quarters since. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • OneAscent Investment Solutions held 3,912 shares of Colgate-Palmolive worth $333K as of Q1 2026.
  • OneAscent Investment Solutions sold 97 Colgate-Palmolive shares in Q1 2026, an estimated $8.64K.
  • Colgate-Palmolive made up 0.33% of OneAscent Investment Solutions's portfolio in Q1 2026, its #85 holding.
  • OneAscent Investment Solutions first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 5 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.