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Quantum Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Quantum Financial Advisors’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 		$232K Sell
2,527
-508
-17% -$44.4K 0.02% 225
2026
Q1 		$259K Buy
+3,035
New +$270K 0.03% 191
2025
Q1 		– Sell
-2,526
Closed -$230K – 180
2024
Q4 		$230K Buy
2,526
+163
+7% +$15.6K 0.04% 163
2024
Q3 		$245K Buy
+2,363
New +$241K 0.04% 148

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Quantum Financial Advisors's CL Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Colgate-Palmolive (CL) stake by 17% in Q2 2026, selling an estimated $44.4K and leaving 2,527 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #225.

Quantum Financial Advisors first reported a position in CL in Q3 2024 and has held it in 4 quarters since. The position peaked at $259K in Q1 2026. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Quantum Financial Advisors held 2,527 shares of Colgate-Palmolive worth $232K as of Q2 2026.
  • Quantum Financial Advisors sold 508 Colgate-Palmolive shares in Q2 2026, an estimated $44.4K.
  • Colgate-Palmolive made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #225 holding.
  • Quantum Financial Advisors first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 4 quarters since.
  • Quantum Financial Advisors's Colgate-Palmolive position peaked at $259K in Q1 2026.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.