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SOA Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

SOA Wealth 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 		$164K Hold
1,793
– – 0.03% 230
2026
Q1 		$153K Hold
1,793
– – 0.03% 225
2025
Q4 		$142K Sell
1,793
-363
-17% -$28.5K 0.02% 245
2025
Q3 		$172K Hold
2,156
– – 0.03% 219
2025
Q2 		$196K Sell
2,156
-52
-2% -$4.75K 0.04% 197
2025
Q1 		$207K Buy
2,208
+11
+0.5% +$985 0.04% 183
2024
Q4 		$200K Buy
2,197
+105
+5% +$10K 0.04% 182
2024
Q3 		$217K Sell
2,092
-5
-0.2% -$510 0.04% 177
2024
Q2 		$203K Sell
2,097
-316
-13% -$29.1K 0.04% 181
2024
Q1 		$217K Sell
2,413
-6
-0.2% -$508 0.05% 172
2023
Q4 		$193K Sell
2,419
-59
-2% -$4.44K 0.04% 179
2023
Q3 		$176K Buy
2,478
+808
+48% +$60.4K 0.04% 175
2023
Q2 		$129K Buy
1,670
+7
+0.4% +$542 0.03% 208
2023
Q1 		$125K Sell
1,663
-800
-32% -$59.5K 0.03% 207
2022
Q4 		$194K Sell
2,463
-14
-0.6% -$1.05K 0.05% 150
2022
Q3 		$174K Sell
2,477
-8
-0.3% -$627 0.05% 155
2022
Q2 		$199K Sell
2,485
-544
-18% -$42.5K 0.06% 143
2022
Q1 		$229K Buy
3,029
+800
+36% +$63.4K 0.06% 146
2021
Q4 		$188K Sell
2,229
-800
-26% -$62.5K 0.05% 164
2021
Q3 		$228K Buy
3,029
+8
+0.3% +$635 0.06% 144
2021
Q2 		$245K Buy
3,021
+1,018
+51% +$83.2K 0.06% 140
2021
Q1 		$157K Sell
2,003
-29
-1% -$2.27K 0.04% 157
2020
Q4 		$160K Buy
+2,032
New +$168K 0.04% 150

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

SOA Wealth Advisors's CL Position: Q2 2026 in Review

SOA Wealth Advisors held its Colgate-Palmolive (CL) position steady in Q2 2026 at 1,793 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #230.

SOA Wealth Advisors first reported a position in CL in Q4 2020 and has held it in 23 quarters since. The position peaked at $245K in Q2 2021. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • SOA Wealth Advisors held 1,793 shares of Colgate-Palmolive worth $164K as of Q2 2026.
  • SOA Wealth Advisors left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #230 holding.
  • SOA Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Colgate-Palmolive position peaked at $245K in Q2 2021.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.