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Stone Summit Wealth’s Colgate-Palmolive CL Stock Holding History

Stone Summit Wealth’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 		$285K Buy
3,111
+175
+6% +$15.3K 0.07% 129
2026
Q1 		$250K Sell
2,936
-50
-2% -$4.46K 0.07% 135
2025
Q4 		$236K Buy
2,986
+371
+14% +$29.1K 0.06% 136
2025
Q3 		$209K Sell
2,615
-20
-0.8% -$1.71K 0.06% 143
2025
Q2 		$240K Hold
2,635
– – 0.07% 134
2025
Q1 		$247K Sell
2,635
-105
-4% -$9.4K 0.08% 136
2024
Q4 		$249K Hold
2,740
– – 0.08% 132
2024
Q3 		$284K Hold
2,740
– – 0.09% 126
2024
Q2 		$266K Hold
2,740
– – 0.1% 126
2024
Q1 		$247K Hold
2,740
– – 0.09% 133
2023
Q4 		$218K Buy
+2,740
New +$206K 0.08% 136
2023
Q3 		– Sell
-2,700
Closed -$208K – 139
2023
Q2 		$208K Hold
2,700
– – 0.09% 135
2023
Q1 		$203K Sell
2,700
-54
-2% -$4.01K 0.09% 131
2022
Q4 		$217K Buy
+2,754
New +$206K 0.11% 124
2022
Q3 		– Sell
-2,754
Closed -$220K – 125
2022
Q2 		$220K Buy
+2,754
New +$215K 0.13% 124

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

Stone Summit Wealth's CL Position: Q2 2026 in Review

Stone Summit Wealth increased its Colgate-Palmolive (CL) stake by 6% in Q2 2026, buying an estimated $15.3K and bringing the position to 3,111 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #129.

Stone Summit Wealth first reported a position in CL in Q2 2022 and has held it in 15 quarters since. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Stone Summit Wealth held 3,111 shares of Colgate-Palmolive worth $285K as of Q2 2026.
  • Stone Summit Wealth bought 175 Colgate-Palmolive shares in Q2 2026, an estimated $15.3K.
  • Colgate-Palmolive made up 0.07% of Stone Summit Wealth's portfolio in Q2 2026, its #129 holding.
  • Stone Summit Wealth first reported a position in Colgate-Palmolive in Q2 2022 and has held it in 15 quarters since.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.