SIG
CL icon

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

Sargent Investment 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
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

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

Sargent Investment Group's CL Position: Q1 2026 in Review

Sargent Investment Group increased its Colgate-Palmolive (CL) stake by 3.6% in Q1 2026, buying an estimated $10.2K and bringing the position to 3,277 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #213.

Sargent Investment Group first reported a position in CL in Q4 2024 and has held it in 5 quarters since. The position peaked at $320K in Q1 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Sargent Investment Group held 3,277 shares of Colgate-Palmolive worth $279K as of Q1 2026.
  • Sargent Investment Group bought 115 Colgate-Palmolive shares in Q1 2026, an estimated $10.2K.
  • Colgate-Palmolive made up 0.04% of Sargent Investment Group's portfolio in Q1 2026, its #213 holding.
  • Sargent Investment Group first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 5 quarters since.
  • Sargent Investment Group's Colgate-Palmolive position peaked at $320K in Q1 2025.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.