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Southland Equity Partners’s Colgate-Palmolive CL Stock Holding History

Southland Equity Partners’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 		$354K Buy
3,859
+14
+0.4% +$1.23K 0.06% 222
2026
Q1 		$328K Sell
3,845
-60
-2% -$5.35K 0.06% 201
2025
Q4 		$309K Buy
3,905
+11
+0.3% +$862 0.06% 200
2025
Q3 		$311K Buy
3,894
+9
+0.2% +$768 0.06% 186
2025
Q2 		$353K Sell
3,885
-5
-0.1% -$456 0.08% 163
2025
Q1 		$364K Buy
3,890
+9
+0.2% +$806 0.08% 155
2024
Q4 		$353K Buy
3,881
+813
+26% +$77.6K 0.08% 152
2024
Q3 		$318K Buy
3,068
+422
+16% +$43K 0.08% 163
2024
Q2 		$257K Buy
2,646
+8
+0.3% +$738 0.07% 178
2024
Q1 		$238K Hold
2,638
– – 0.07% 189
2023
Q4 		$210K Buy
+2,638
New +$198K 0.07% 188

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

Southland Equity Partners's CL Position: Q2 2026 in Review

Southland Equity Partners increased its Colgate-Palmolive (CL) stake by 0.36% in Q2 2026, buying an estimated $1.23K and bringing the position to 3,859 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #222.

Southland Equity Partners first reported a position in CL in Q4 2023 and has held it in 11 quarters since. The position peaked at $364K in Q1 2025. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Southland Equity Partners held 3,859 shares of Colgate-Palmolive worth $354K as of Q2 2026.
  • Southland Equity Partners bought 14 Colgate-Palmolive shares in Q2 2026, an estimated $1.23K.
  • Colgate-Palmolive made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #222 holding.
  • Southland Equity Partners first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 11 quarters since.
  • Southland Equity Partners's Colgate-Palmolive position peaked at $364K in Q1 2025.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.