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Root Financial Partners’s Colgate-Palmolive CL Stock Holding History

Root Financial Partners’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
Q1 		$89K Buy
1,044
+101
+11% +$9K ﹤0.01% 617
2025
Q4 		$74.5K Buy
943
+11
+1% +$862 ﹤0.01% 573
2025
Q3 		$74.5K Buy
+932
New +$79.5K ﹤0.01% 535

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Root Financial Partners's CL Position: Q1 2026 in Review

Root Financial Partners increased its Colgate-Palmolive (CL) stake by 11% in Q1 2026, buying an estimated $9K and bringing the position to 1,044 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Root Financial Partners first reported a position in CL in Q3 2025 and has held it in 3 quarters since. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Root Financial Partners held 1,044 shares of Colgate-Palmolive worth $89K as of Q1 2026.
  • Root Financial Partners bought 101 Colgate-Palmolive shares in Q1 2026, an estimated $9K.
  • Colgate-Palmolive made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #617 holding.
  • Root Financial Partners first reported a position in Colgate-Palmolive in Q3 2025 and has held it in 3 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.