RPWA
CL icon

Regent Peak Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Regent Peak Wealth 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 		$229K Buy
+2,499
New +$219K 0.04% 195
2026
Q1 		– Sell
-2,572
Closed -$203K – 204
2025
Q4 		$203K Buy
+2,572
New +$202K 0.04% 187
2021
Q1 		– Sell
-1,313
Closed -$112K – 302
2020
Q4 		$112K Buy
+1,313
New +$109K 0.04% 199

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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Regent Peak Wealth Advisors's CL Position: Q2 2026 in Review

Regent Peak Wealth Advisors opened a new position in Colgate-Palmolive (CL) in Q2 2026: 2,499 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #195 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in CL as recently as Q4 2025.

Regent Peak Wealth Advisors first reported a position in CL in Q4 2020 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,499 shares of Colgate-Palmolive worth $229K as of Q2 2026.
  • Colgate-Palmolive was a new Regent Peak Wealth Advisors position in Q2 2026.
  • Colgate-Palmolive made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • Regent Peak Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.