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Secured Retirement Advisors’s Colgate-Palmolive CL Stock Holding History

Secured Retirement Advisors’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 		– Sell
-36,400
Closed -$3.1M – 138
2026
Q1 		$3.1M Sell
36,400
-229
-0.6% -$20.4K 1.76% 11
2025
Q4 		$2.89M Buy
36,629
+1,920
+6% +$151K 1.62% 11
2025
Q3 		$2.77M Buy
34,709
+13,391
+63% +$1.14M 1.55% 11
2025
Q2 		$1.94M Buy
21,318
+912
+4% +$83.3K 1.15% 23
2025
Q1 		$1.91M Buy
20,406
+17,334
+564% +$1.55M 1.23% 18
2024
Q4 		$279K Hold
3,072
– – 0.16% 122
2024
Q3 		$319K Buy
3,072
+57
+2% +$5.81K 0.23% 91
2024
Q2 		$293K Hold
3,015
– – 0.23% 92
2024
Q1 		$272K Hold
3,015
– – 0.23% 94
2023
Q4 		$240K Buy
+3,015
New +$227K 0.23% 95

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Secured Retirement Advisors's CL Position: Q2 2026 in Review

Secured Retirement Advisors sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 36,400 shares — an estimated $3.1M sold.

Secured Retirement Advisors first reported a position in CL in Q4 2023 and held it in 10 quarters. The position peaked at $3.1M in Q1 2026. 413 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Secured Retirement Advisors reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 36,400 Colgate-Palmolive shares in Q2 2026, an estimated $3.1M.
  • Secured Retirement Advisors first reported a position in Colgate-Palmolive in Q4 2023 and held it in 10 quarters.
  • Secured Retirement Advisors's Colgate-Palmolive position peaked at $3.1M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.