RFG - Bristol Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

RFG - Bristol 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	$293K	Buy	3,200 +3	+0.1%	+$262	0.07%	146
2026 Q1	$272K	Buy	3,197 +4	+0.1%	+$357	0.07%	153
2025 Q4	$252K	Buy	3,193 +3	+0.1%	+$235	0.07%	158
2025 Q3	$255K	Buy	3,190 +4	+0.1%	+$341	0.07%	161
2025 Q2	$290K	Buy	3,186 +3	+0.1%	+$274	0.09%	148
2025 Q1	$298K	Buy	3,183 +3	+0.1%	+$269	0.1%	138
2024 Q4	$289K	Buy	+3,180	New	+$303K	0.09%	127

Other funds holding CL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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) 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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

RFG - Bristol Wealth Advisors's CL Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its Colgate-Palmolive (CL) stake by 0.09% in Q2 2026, buying an estimated $262 and bringing the position to 3,200 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #146.

RFG - Bristol Wealth Advisors first reported a position in CL in Q4 2024 and has held it in 7 quarters since. The position peaked at $298K in Q1 2025. 684 funds tracked by Wall St. Rank hold CL as of Q2 2026.

RFG - Bristol Wealth Advisors held 3,200 shares of Colgate-Palmolive worth $293K as of Q2 2026.
RFG - Bristol Wealth Advisors bought 3 Colgate-Palmolive shares in Q2 2026, an estimated $262.
Colgate-Palmolive made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #146 holding.
RFG - Bristol Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 7 quarters since.
RFG - Bristol Wealth Advisors's Colgate-Palmolive position peaked at $298K in Q1 2025.
684 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.