Phoenix Financial’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
$767K Buy
8,997
+1,555
+21% +$139K 0.01% 251
2025
Q4
$588K Buy
7,442
+1,896
+34% +$149K 0.01% 280
2025
Q3
$443K Buy
5,546
+1,449
+35% +$124K 0.01% 313
2025
Q2
$372K Buy
4,097
+879
+27% +$80.2K ﹤0.01% 313
2025
Q1
$302K Buy
3,218
+633
+24% +$56.7K ﹤0.01% 298
2024
Q4
$235K Buy
2,585
+347
+16% +$33.1K ﹤0.01% 332
2024
Q3
$232K Buy
+2,238
New +$228K ﹤0.01% 320
2023
Q3
Sell
-8,381
Closed -$640K 330
2023
Q2
$640K Buy
+8,381
New +$649K 0.01% 235

Other funds holding CL

Phoenix Financial's CL Position: Q1 2026 in Review

Phoenix Financial increased its Colgate-Palmolive (CL) stake by 21% in Q1 2026, buying an estimated $139K and bringing the position to 8,997 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #251.

Phoenix Financial first reported a position in CL in Q2 2023 and has held it in 8 quarters since. 1,953 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Phoenix Financial held 8,997 shares of Colgate-Palmolive worth $767K as of Q1 2026.
  • Phoenix Financial bought 1,555 Colgate-Palmolive shares in Q1 2026, an estimated $139K.
  • Colgate-Palmolive made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #251 holding.
  • Phoenix Financial first reported a position in Colgate-Palmolive in Q2 2023 and has held it in 8 quarters since.
  • 1,953 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.