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Sierra Summit Advisors’s Colgate-Palmolive CL Stock Holding History

Sierra Summit 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 		$224K Hold
2,445
– – 0.03% 182
2026
Q1 		$208K Buy
+2,445
New +$218K 0.03% 178
2024
Q4 		– Sell
-2,000
Closed -$208K – 153
2024
Q3 		$208K Buy
+2,000
New +$204K 0.05% 134

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Sierra Summit Advisors's CL Position: Q2 2026 in Review

Sierra Summit Advisors held its Colgate-Palmolive (CL) position steady in Q2 2026 at 2,445 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #182.

Sierra Summit Advisors first reported a position in CL in Q3 2024 and has held it in 3 quarters since. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Sierra Summit Advisors held 2,445 shares of Colgate-Palmolive worth $224K as of Q2 2026.
  • Sierra Summit Advisors left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.03% of Sierra Summit Advisors's portfolio in Q2 2026, its #182 holding.
  • Sierra Summit Advisors first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 3 quarters since.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.