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Partnership Wealth Management’s Colgate-Palmolive CL Stock Holding History

Partnership Wealth Management’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 		$1.58M Hold
17,254
– – 1.07% 19
2026
Q1 		$1.47M Hold
17,254
– – 1.12% 18
2025
Q4 		$1.36M Hold
17,254
– – 0.98% 25
2025
Q3 		$1.38M Hold
17,254
– – 1.06% 23
2025
Q2 		$1.57M Hold
17,254
– – 1.27% 15
2025
Q1 		$1.62M Hold
17,254
– – 1.37% 18
2024
Q4 		$1.57M Hold
17,254
– – 1.31% 18
2024
Q3 		$1.79M Hold
17,254
– – 1.26% 17
2024
Q2 		$1.67M Hold
17,254
– – 1.24% 16
2024
Q1 		$1.55M Hold
17,254
– – 1.09% 34
2023
Q4 		$1.45M Buy
+17,254
New +$1.3M 1.1% 31

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

Partnership Wealth Management's CL Position: Q2 2026 in Review

Partnership Wealth Management held its Colgate-Palmolive (CL) position steady in Q2 2026 at 17,254 shares worth $1.58M. The position accounts for 1.07% of the portfolio, ranked #19.

Partnership Wealth Management first reported a position in CL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q3 2024. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Partnership Wealth Management held 17,254 shares of Colgate-Palmolive worth $1.58M as of Q2 2026.
  • Partnership Wealth Management left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 1.07% of Partnership Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Partnership Wealth Management first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 11 quarters since.
  • Partnership Wealth Management's Colgate-Palmolive position peaked at $1.79M in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.