Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Colgate-Palmolive CL Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$134K Sell
1,568
-66
-4% -$5.97K 0.01% 699
2026
Q2 		$150K Buy
1,634
+93
+6% +$8.14K 0.01% 666
2026
Q1 		$131K Sell
1,541
-111
-7% -$9.9K 0.01% 658
2025
Q4 		$131K Buy
+1,652
New +$130K 0.01% 646
2024
Q4 		– Sell
-2,118
Closed -$220K – 421
2024
Q3 		$220K Sell
2,118
-9
-0.4% -$917 0.03% 429
2024
Q2 		$206K Buy
+2,127
New +$196K 0.03% 418
2023
Q2 		– Sell
-2,855
Closed -$215K – 468
2023
Q1 		$215K Sell
2,855
-159
-5% -$11.8K 0.04% 366
2022
Q4 		$237K Sell
3,014
-1,424
-32% -$107K 0.04% 312
2022
Q3 		$312K Buy
4,438
+29
+0.7% +$2.27K 0.06% 227
2022
Q2 		$353K Buy
4,409
+211
+5% +$16.5K 0.06% 208
2022
Q1 		$318K Sell
4,198
-82
-2% -$6.5K 0.06% 259
2021
Q4 		$365K Buy
4,280
+713
+20% +$55.7K 0.07% 224
2021
Q3 		$270K Buy
3,567
+248
+7% +$19.7K 0.06% 258
2021
Q2 		$270K Buy
3,319
+24
+0.7% +$1.96K 0.06% 253
2021
Q1 		$260K Buy
3,295
+666
+25% +$52.2K 0.07% 238
2020
Q4 		$224K Buy
+2,629
New +$217K 0.05% 258

Other funds holding CL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's CL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Colgate-Palmolive (CL) stake by 4% in Q3 2026, selling an estimated $5.97K and leaving 1,568 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #699.

Pinnacle Wealth Planning Services first reported a position in CL in Q4 2020 and has held it in 16 quarters since. The position peaked at $365K in Q4 2021. 817 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,568 shares of Colgate-Palmolive worth $134K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 66 Colgate-Palmolive shares in Q3 2026, an estimated $5.97K.
  • Colgate-Palmolive made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #699 holding.
  • Pinnacle Wealth Planning Services first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 16 quarters since.
  • Pinnacle Wealth Planning Services's Colgate-Palmolive position peaked at $365K in Q4 2021.
  • 817 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.