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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SS&H Financial Advisors's CL Position: Q4 2025 in Review

SS&H Financial Advisors held its Colgate-Palmolive (CL) position steady in Q4 2025 at 35,213 shares worth $2.78M. The position accounts for 0.81% of the portfolio, ranked #32.

SS&H Financial Advisors first reported a position in CL in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.48M in Q3 2024. 1,887 funds tracked by Wall St. Rank hold CL as of Q4 2025.

SS&H Financial Advisors held 35,213 shares of Colgate-Palmolive worth $2.78M as of Q4 2025.
SS&H Financial Advisors left its Colgate-Palmolive share count unchanged in Q4 2025.
Colgate-Palmolive made up 0.81% of SS&H Financial Advisors's portfolio in Q4 2025, its #32 holding.
SS&H Financial Advisors first reported a position in Colgate-Palmolive in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Colgate-Palmolive position peaked at $3.48M in Q3 2024.
1,887 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.