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SageView Advisory Group’s Colgate-Palmolive CL Stock Holding History

SageView Advisory Group’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 		$292K Buy
3,186
+427
+15% +$37.4K 0.01% 502
2026
Q1 		$235K Buy
2,759
+1,075
+64% +$95.8K 0.01% 535
2025
Q4 		$133K Buy
+1,684
New +$132K ﹤0.01% 733
2025
Q3 		– Sell
-8,160
Closed -$706K – 647
2025
Q2 		$706K Sell
8,160
-239
-3% -$21.8K 0.03% 302
2025
Q1 		$787K Buy
+8,399
New +$752K 0.03% 260

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SageView Advisory Group's CL Position: Q2 2026 in Review

SageView Advisory Group increased its Colgate-Palmolive (CL) stake by 15% in Q2 2026, buying an estimated $37.4K and bringing the position to 3,186 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #502.

SageView Advisory Group first reported a position in CL in Q1 2025 and has held it in 5 quarters since. The position peaked at $787K in Q1 2025. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • SageView Advisory Group held 3,186 shares of Colgate-Palmolive worth $292K as of Q2 2026.
  • SageView Advisory Group bought 427 Colgate-Palmolive shares in Q2 2026, an estimated $37.4K.
  • Colgate-Palmolive made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #502 holding.
  • SageView Advisory Group first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 5 quarters since.
  • SageView Advisory Group's Colgate-Palmolive position peaked at $787K in Q1 2025.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.