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Sovereign Financial Group’s Colgate-Palmolive CL Stock Holding History

Sovereign Financial 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 		$372K Sell
4,060
-97
-2% -$8.49K 0.06% 267
2026
Q1 		$354K Buy
4,157
+45
+1% +$4.01K 0.06% 258
2025
Q4 		$325K Sell
4,112
-51
-1% -$4K 0.06% 254
2025
Q3 		$333K Buy
4,163
+31
+0.8% +$2.64K 0.06% 246
2025
Q2 		$376K Buy
4,132
+181
+5% +$16.5K 0.08% 217
2025
Q1 		$370K Sell
3,951
-264
-6% -$23.6K 0.09% 203
2024
Q4 		$383K Buy
4,215
+146
+4% +$13.9K 0.09% 207
2024
Q3 		$422K Sell
4,069
-2
-0% -$204 0.1% 183
2024
Q2 		$395K Buy
4,071
+400
+11% +$36.9K 0.1% 183
2024
Q1 		$331K Buy
3,671
+46
+1% +$3.9K 0.09% 202
2023
Q4 		$289K Sell
3,625
-100
-3% -$7.52K 0.09% 192
2023
Q3 		$265K Sell
3,725
-272
-7% -$20.3K 0.09% 186
2023
Q2 		$308K Buy
3,997
+516
+15% +$39.9K 0.1% 187
2023
Q1 		$262K Hold
3,481
– – 0.1% 188
2022
Q4 		$274K Buy
3,481
+132
+4% +$9.9K 0.11% 178
2022
Q3 		$235K Hold
3,349
– – 0.1% 177
2022
Q2 		$268K Sell
3,349
-170
-5% -$13.3K 0.11% 166
2022
Q1 		$267K Sell
3,519
-4
-0.1% -$317 0.1% 183
2021
Q4 		$301K Buy
3,523
+13
+0.4% +$1.01K 0.12% 160
2021
Q3 		$265K Sell
3,510
-87
-2% -$6.91K 0.15% 134
2021
Q2 		$284K Hold
3,597
– – 0.17% 119
2021
Q1 		$284K Hold
3,597
– – 0.18% 118
2020
Q4 		$308K Buy
+3,597
New +$297K 0.22% 90

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

Sovereign Financial Group's CL Position: Q2 2026 in Review

Sovereign Financial Group reduced its Colgate-Palmolive (CL) stake by 2.3% in Q2 2026, selling an estimated $8.49K and leaving 4,060 shares worth $372K. The position accounts for 0.06% of the portfolio, ranked #267.

Sovereign Financial Group first reported a position in CL in Q4 2020 and has held it in 23 quarters since. The position peaked at $422K in Q3 2024. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Sovereign Financial Group held 4,060 shares of Colgate-Palmolive worth $372K as of Q2 2026.
  • Sovereign Financial Group sold 97 Colgate-Palmolive shares in Q2 2026, an estimated $8.49K.
  • Colgate-Palmolive made up 0.06% of Sovereign Financial Group's portfolio in Q2 2026, its #267 holding.
  • Sovereign Financial Group first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Colgate-Palmolive position peaked at $422K in Q3 2024.
  • 658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.