Peak Retirement Planning’s Colgate-Palmolive CL Stock Holding History

Peak Retirement Planning’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	$3.52M	Buy	38,444 +11,682	+44%	+$1.02M	0.56%	50
2026 Q1	$2.28M	Sell	26,762 -193	-0.7%	-$17.2K	0.45%	63
2025 Q4	$2.13M	Buy	26,955 +4,551	+20%	+$357K	0.5%	52
2025 Q3	$1.79M	Buy	22,404 +6,723	+43%	+$573K	0.5%	59
2025 Q2	$1.43M	Buy	15,681 +4,715	+43%	+$430K	0.58%	43
2025 Q1	$1.03M	Buy	10,966 +2,246	+26%	+$201K	0.57%	49
2024 Q4	$792K	Buy	+8,720	New	+$832K	0.54%	65

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Peak Retirement Planning's CL Position: Q2 2026 in Review

Peak Retirement Planning increased its Colgate-Palmolive (CL) stake by 44% in Q2 2026, buying an estimated $1.02M and bringing the position to 38,444 shares worth $3.52M. The position accounts for 0.56% of the portfolio, ranked #50.

Peak Retirement Planning first reported a position in CL in Q4 2024 and has held it in 7 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Peak Retirement Planning held 38,444 shares of Colgate-Palmolive worth $3.52M as of Q2 2026.
Peak Retirement Planning bought 11,682 Colgate-Palmolive shares in Q2 2026, an estimated $1.02M.
Colgate-Palmolive made up 0.56% of Peak Retirement Planning's portfolio in Q2 2026, its #50 holding.
Peak Retirement Planning first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 7 quarters since.
2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.