Sheets Smith Wealth Management’s Colgate-Palmolive CL Stock Holding History

Sheets Smith Wealth Management’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	$976K	Buy	10,650 +1	+0%	+$87	0.1%	206
2026 Q1	$908K	Buy	10,649 +30	+0.3%	+$2.67K	0.1%	198
2025 Q4	$839K	Buy	10,619 +46	+0.4%	+$3.61K	0.09%	200
2025 Q3	$845K	Hold	10,573	–	–	0.1%	198
2025 Q2	$961K	Hold	10,573	–	–	0.11%	174
2025 Q1	$991K	Buy	10,573 +37	+0.4%	+$3.31K	0.12%	159
2024 Q4	$958K	Hold	10,536	–	–	0.12%	166
2024 Q3	$1.09M	Hold	10,536	–	–	0.13%	146
2024 Q2	$1.02M	Hold	10,536	–	–	0.12%	158
2024 Q1	$949K	Hold	10,536	–	–	0.11%	170
2023 Q4	$840K	Buy	10,536 +150	+1%	+$11.3K	0.12%	151
2023 Q3	$739K	Buy	10,386 +120	+1%	+$8.97K	0.11%	158
2023 Q2	$791K	Hold	10,266	–	–	0.12%	159
2023 Q1	$772K	Hold	10,266	–	–	0.12%	159
2022 Q4	$809K	Hold	10,266	–	–	0.13%	153
2022 Q3	$721K	Buy	10,266 +2	+0%	+$157	0.12%	153
2022 Q2	$823K	Sell	10,264 -87	-0.8%	-$6.8K	0.14%	148
2022 Q1	$785K	Buy	10,351 +1	+0%	+$79	0.11%	161
2021 Q4	$883K	Hold	10,350	–	–	0.11%	165
2021 Q3	$782K	Hold	10,350	–	–	0.11%	167
2021 Q2	$842K	Hold	10,350	–	–	0.11%	158
2021 Q1	$816K	Hold	10,350	–	–	0.12%	154
2020 Q4	$885K	Hold	10,350	–	–	0.13%	146
2020 Q3	$799K	Hold	10,350	–	–	0.14%	137
2020 Q2	$758K	Hold	10,350	–	–	0.15%	124
2020 Q1	$687K	Buy	10,350 +269	+3%	+$19K	0.14%	138
2019 Q4	$694K	Hold	10,081	–	–	0.13%	159
2019 Q3	$741K	Sell	10,081 -2,000	-17%	-$145K	0.15%	150
2019 Q2	$866K	Sell	12,081 -200	-2%	-$14.2K	0.18%	141
2019 Q1	$842K	Sell	12,281 -169	-1%	-$10.9K	0.18%	139
2018 Q4	$741K	Buy	12,450 +439	+4%	+$27.5K	0.2%	130
2018 Q3	$804K	Hold	12,011	–	–	0.17%	153
2018 Q2	$778K	Hold	12,011	–	–	0.18%	133
2018 Q1	$861K	Hold	12,011	–	–	0.21%	128
2017 Q4	$906K	Buy	12,011 +74	+0.6%	+$5.4K	0.21%	125
2017 Q3	$870K	Hold	11,937	–	–	0.22%	126
2017 Q2	$885K	Hold	11,937	–	–	0.23%	121
2017 Q1	$874K	Hold	11,937	–	–	0.23%	125
2016 Q4	$781K	Hold	11,937	–	–	0.22%	130
2016 Q3	$885K	Hold	11,937	–	–	0.25%	117
2016 Q2	$874K	Sell	11,937 -200	-2%	-$14.2K	0.25%	117
2016 Q1	$857K	Hold	12,137	–	–	0.26%	116
2015 Q4	$809K	Hold	12,137	–	–	0.24%	115
2015 Q3	$770K	Hold	12,137	–	–	0.26%	106
2015 Q2	$794K	Hold	12,137	–	–	0.22%	133
2015 Q1	$842K	Sell	12,137 -73	-0.6%	-$5.05K	0.23%	134
2014 Q4	$845K	Hold	12,210	–	–	0.22%	139
2014 Q3	$796K	Hold	12,210	–	–	0.22%	141
2014 Q2	$832K	Sell	12,210 -800	-6%	-$53.6K	0.22%	140
2014 Q1	$844K	Sell	13,010 -1,200	-8%	-$75.6K	0.24%	116
2013 Q4	$927K	Hold	14,210	–	–	0.26%	103
2013 Q3	$843K	Sell	14,210 -500	-3%	-$29.6K	0.27%	99
2013 Q2	$843K	Buy	+14,710	New	+$873K	0.29%	94

Other funds holding CL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return