Sargent Investment Group’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$306K Buy
3,338
+61
+2% +$5.34K 0.04% 214
2026
Q1
$279K Buy
3,277
+115
+4% +$10.2K 0.04% 213
2025
Q4
$250K Buy
+3,162
New +$248K 0.03% 222
2025
Q3
Sell
-3,532
Closed -$299K 140
2025
Q2
$299K Buy
3,532
+115
+3% +$10.5K 0.04% 192
2025
Q1
$320K Buy
3,417
+1,014
+42% +$90.8K 0.05% 181
2024
Q4
$209K Buy
+2,403
New +$229K 0.03% 220

Other funds holding CL

Sargent Investment Group's CL Position: Q2 2026 in Review

Sargent Investment Group increased its Colgate-Palmolive (CL) stake by 1.9% in Q2 2026, buying an estimated $5.34K and bringing the position to 3,338 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #214.

Sargent Investment Group first reported a position in CL in Q4 2024 and has held it in 6 quarters since. The position peaked at $320K in Q1 2025. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Sargent Investment Group held 3,338 shares of Colgate-Palmolive worth $306K as of Q2 2026.
  • Sargent Investment Group bought 61 Colgate-Palmolive shares in Q2 2026, an estimated $5.34K.
  • Colgate-Palmolive made up 0.04% of Sargent Investment Group's portfolio in Q2 2026, its #214 holding.
  • Sargent Investment Group first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 6 quarters since.
  • Sargent Investment Group's Colgate-Palmolive position peaked at $320K in Q1 2025.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.