Sound Financial Strategies Group’s Colgate-Palmolive CL Stock Holding History

Sound Financial Strategies Group’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	$296K	Buy	+3,227	New	+$282K	0.19%	91
2025 Q4	–	Sell	-7,753	Closed	-$620K	–	111
2025 Q3	$620K	Sell	7,753 -551	-7%	-$47K	0.45%	82
2025 Q2	$755K	Buy	8,304 +180	+2%	+$16.4K	0.64%	52
2025 Q1	$761K	Sell	8,124 -833	-9%	-$74.6K	0.68%	41
2024 Q4	$814K	Buy	+8,957	New	+$855K	0.68%	51
2024 Q2	–	Sell	-7,154	Closed	-$644K	–	93
2024 Q1	$644K	Sell	7,154 -112	-2%	-$9.49K	0.54%	31
2023 Q4	$579K	Sell	7,266 -3,629	-33%	-$273K	0.49%	40
2023 Q3	$775K	Sell	10,895 -601	-5%	-$44.9K	0.64%	47
2023 Q2	$886K	Buy	+11,496	New	+$890K	0.65%	44
2022 Q3	–	Sell	-13,977	Closed	-$1.12M	–	33
2022 Q2	$1.12M	Buy	+13,977	New	+$1.09M	0.88%	19
2021 Q2	–	Sell	-6,990	Closed	-$551K	–	91
2021 Q1	$551K	Sell	6,990 -7,740	-53%	-$607K	0.28%	64
2020 Q4	$1.26M	Buy	+14,730	New	+$1.22M	0.69%	12

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sound Financial Strategies Group's CL Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in Colgate-Palmolive (CL) in Q2 2026: 3,227 shares worth $296K. The stake represents 0.19% of the portfolio and ranks #91 among its holdings. This is a return to the name: Sound Financial Strategies Group previously reported a position in CL as recently as Q3 2025.

Sound Financial Strategies Group first reported a position in CL in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.26M in Q4 2020. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Sound Financial Strategies Group held 3,227 shares of Colgate-Palmolive worth $296K as of Q2 2026.
Colgate-Palmolive was a new Sound Financial Strategies Group position in Q2 2026.
Colgate-Palmolive made up 0.19% of Sound Financial Strategies Group's portfolio in Q2 2026, its #91 holding.
Sound Financial Strategies Group first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 12 quarters since.
Sound Financial Strategies Group's Colgate-Palmolive position peaked at $1.26M in Q4 2020.
2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.