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Smallwood Wealth Investment Management’s Colgate-Palmolive CL Stock Holding History

Smallwood Wealth Investment 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 		$282K Hold
3,081
– – 0.12% 76
2026
Q1 		$263K Sell
3,081
-468
-13% -$41.7K 0.14% 70
2025
Q4 		$280K Hold
3,549
– – 0.15% 69
2025
Q3 		$284K Hold
3,549
– – 0.14% 72
2025
Q2 		$323K Sell
3,549
-1,100
-24% -$100K 0.18% 57
2025
Q1 		$436K Hold
4,649
– – 0.27% 47
2024
Q4 		$423K Hold
4,649
– – 0.29% 51
2024
Q3 		$483K Hold
4,649
– – 0.34% 41
2024
Q2 		$451K Hold
4,649
– – 0.35% 42
2024
Q1 		$419K Hold
4,649
– – 0.32% 46
2023
Q4 		$371K Hold
4,649
– – 0.31% 45
2023
Q3 		$331K Hold
4,649
– – 0.3% 46
2023
Q2 		$358K Hold
4,649
– – 0.32% 44
2023
Q1 		$349K Hold
4,649
– – 0.33% 44
2022
Q4 		$366K Sell
4,649
-223
-5% -$16.7K 0.31% 51
2022
Q3 		$342K Hold
4,872
– – 0.31% 55
2022
Q2 		$390K Hold
4,872
– – 0.4% 44
2022
Q1 		$369K Hold
4,872
– – 0.35% 41
2021
Q4 		$416K Buy
+4,872
New +$380K 0.39% 39

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

Smallwood Wealth Investment Management's CL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Colgate-Palmolive (CL) position steady in Q2 2026 at 3,081 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #76.

Smallwood Wealth Investment Management first reported a position in CL in Q4 2021 and has held it in 19 quarters since. The position peaked at $483K in Q3 2024. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Smallwood Wealth Investment Management held 3,081 shares of Colgate-Palmolive worth $282K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.12% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #76 holding.
  • Smallwood Wealth Investment Management first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Colgate-Palmolive position peaked at $483K in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.