PDS Planning’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
Q2
$398K Sell
4,340
-120
-3% -$10.5K 0.02% 343
2026
Q1
$380K Sell
4,460
-796
-15% -$70.9K 0.03% 328
2025
Q4
$415K Buy
5,256
+307
+6% +$24.1K 0.03% 303
2025
Q3
$396K Sell
4,949
-682
-12% -$58.2K 0.03% 297
2025
Q2
$512K Buy
5,631
+2,402
+74% +$219K 0.04% 231
2025
Q1
$303K Buy
3,229
+448
+16% +$40.1K 0.03% 324
2024
Q4
$253K Sell
2,781
-121
-4% -$11.5K 0.02% 340
2024
Q3
$301K Buy
2,902
+49
+2% +$4.99K 0.03% 294
2024
Q2
$277K Buy
2,853
+37
+1% +$3.41K 0.03% 278
2024
Q1
$254K Buy
2,816
+42
+2% +$3.56K 0.03% 299
2023
Q4
$221K Sell
2,774
-82
-3% -$6.17K 0.03% 308
2023
Q3
$203K Buy
2,856
+30
+1% +$2.24K 0.03% 303
2023
Q2
$218K Buy
+2,826
New +$219K 0.03% 275
2020
Q3
Sell
-2,770
Closed -$203K 142
2020
Q2
$203K Buy
+2,770
New +$197K 0.09% 118

Other funds holding CL

PDS Planning's CL Position: Q2 2026 in Review

PDS Planning reduced its Colgate-Palmolive (CL) stake by 2.7% in Q2 2026, selling an estimated $10.5K and leaving 4,340 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #343.

PDS Planning first reported a position in CL in Q2 2020 and has held it in 14 quarters since. The position peaked at $512K in Q2 2025. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • PDS Planning held 4,340 shares of Colgate-Palmolive worth $398K as of Q2 2026.
  • PDS Planning sold 120 Colgate-Palmolive shares in Q2 2026, an estimated $10.5K.
  • Colgate-Palmolive made up 0.02% of PDS Planning's portfolio in Q2 2026, its #343 holding.
  • PDS Planning first reported a position in Colgate-Palmolive in Q2 2020 and has held it in 14 quarters since.
  • PDS Planning's Colgate-Palmolive position peaked at $512K in Q2 2025.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.