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Phoenix Financial’s Colgate-Palmolive CL Stock Holding History

Phoenix Financial’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 		$929K Buy
10,136
+1,139
+13% +$99.7K 0.01% 269
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Phoenix Financial's CL Position: Q2 2026 in Review

Phoenix Financial increased its Colgate-Palmolive (CL) stake by 13% in Q2 2026, buying an estimated $99.7K and bringing the position to 10,136 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #269.

Phoenix Financial first reported a position in CL in Q2 2023 and has held it in 9 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Phoenix Financial held 10,136 shares of Colgate-Palmolive worth $929K as of Q2 2026.
  • Phoenix Financial bought 1,139 Colgate-Palmolive shares in Q2 2026, an estimated $99.7K.
  • Colgate-Palmolive made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #269 holding.
  • Phoenix Financial first reported a position in Colgate-Palmolive in Q2 2023 and has held it in 9 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.