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SS&H Financial Advisors’s Colgate-Palmolive CL Stock Holding History

SS&H Financial 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 		$3.23M Buy
+35,213
New +$3.08M 0.83% 30
2025
Q4 		$2.78M Hold
35,213
– – 0.81% 32
2025
Q3 		$2.81M Hold
35,213
– – 0.86% 30
2025
Q2 		$3.2M Buy
35,213
+2,370
+7% +$216K 1.07% 25
2025
Q1 		$3.08M Sell
32,843
-700
-2% -$62.7K 1.15% 23
2024
Q4 		$3.05M Hold
33,543
– – 1.11% 20
2024
Q3 		$3.48M Hold
33,543
– – 1.27% 18
2024
Q2 		$3.25M Hold
33,543
– – 1.27% 18
2024
Q1 		$3.02M Sell
33,543
-7,470
-18% -$633K 1.26% 19
2023
Q4 		$3.27M Hold
41,013
– – 1.39% 18
2023
Q3 		$2.92M Buy
+41,013
New +$3.07M 1.37% 20
2023
Q1 		$3.08M Sell
41,013
-300
-0.7% -$22.3K 1.41% 21
2022
Q4 		$3.26M Hold
41,313
– – 1.55% 19
2022
Q3 		$2.9M Hold
41,313
– – 1.5% 19
2022
Q2 		$3.31M Hold
41,313
– – 1.53% 19
2022
Q1 		$3.13M Buy
+41,313
New +$3.27M 1.22% 24

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SS&H Financial Advisors's CL Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Colgate-Palmolive (CL) in Q2 2026: 35,213 shares worth $3.23M. The stake represents 0.83% of the portfolio and ranks #30 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in CL as recently as Q4 2025.

SS&H Financial Advisors first reported a position in CL in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.48M in Q3 2024. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • SS&H Financial Advisors held 35,213 shares of Colgate-Palmolive worth $3.23M as of Q2 2026.
  • Colgate-Palmolive was a new SS&H Financial Advisors position in Q2 2026.
  • Colgate-Palmolive made up 0.83% of SS&H Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • SS&H Financial Advisors first reported a position in Colgate-Palmolive in Q1 2022 and has held it in 16 quarters since.
  • SS&H Financial Advisors's Colgate-Palmolive position peaked at $3.48M in Q3 2024.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.