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 Q3	$232K	Sell	2,715 -396	-13%	-$35.8K	0.06%	131
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%	-$4.02K	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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Stone Summit Wealth's CL Position: Q3 2026 in Review

Stone Summit Wealth reduced its Colgate-Palmolive (CL) stake by 13% in Q3 2026, selling an estimated $35.8K and leaving 2,715 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #131.

Stone Summit Wealth first reported a position in CL in Q2 2022 and has held it in 16 quarters since. The position peaked at $285K in Q2 2026. 366 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Stone Summit Wealth held 2,715 shares of Colgate-Palmolive worth $232K as of Q3 2026.
Stone Summit Wealth sold 396 Colgate-Palmolive shares in Q3 2026, an estimated $35.8K.
Colgate-Palmolive made up 0.06% of Stone Summit Wealth's portfolio in Q3 2026, its #131 holding.
Stone Summit Wealth first reported a position in Colgate-Palmolive in Q2 2022 and has held it in 16 quarters since.
Stone Summit Wealth's Colgate-Palmolive position peaked at $285K in Q2 2026.
366 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.