Roxbury Financial’s Colgate-Palmolive CL Stock Holding History

Roxbury Financial’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	$43.2K	Buy	507 +2	+0.4%	+$181	0.03%	217
2026 Q2	$46.3K	Buy	505 +2	+0.4%	+$175	0.04%	207
2026 Q1	$42.9K	Sell	503 -52	-9%	-$4.64K	0.04%	202
2025 Q4	$43.9K	Buy	555 +2	+0.4%	+$157	0.04%	195
2025 Q3	$44.2K	Buy	553 +101	+22%	+$8.62K	0.04%	189
2025 Q2	$41K	Buy	452 +2	+0.4%	+$183	0.04%	192
2025 Q1	$41K	Buy	450 +2	+0.4%	+$179	0.04%	182
2024 Q4	$43.4K	Buy	+448	New	+$42.8K	0.04%	174

Other funds holding CL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Roxbury Financial's CL Position: Q3 2026 in Review

Roxbury Financial increased its Colgate-Palmolive (CL) stake by 0.4% in Q3 2026, buying an estimated $181 and bringing the position to 507 shares worth $43.2K. The position accounts for 0.03% of the portfolio, ranked #217.

Roxbury Financial first reported a position in CL in Q4 2024 and has held it in 8 quarters since. The position peaked at $46.3K in Q2 2026. 1,131 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Roxbury Financial held 507 shares of Colgate-Palmolive worth $43.2K as of Q3 2026.
Roxbury Financial bought 2 Colgate-Palmolive shares in Q3 2026, an estimated $181.
Colgate-Palmolive made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #217 holding.
Roxbury Financial first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Colgate-Palmolive position peaked at $46.3K in Q2 2026.
1,131 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.