Summit Financial’s Colgate-Palmolive CL Stock Holding History

Summit Financial’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 Q1	$1.28M	Buy	15,063 +1,229	+9%	+$110K	0.02%	695
2025 Q4	$1.09M	Sell	13,834 -1,367	-9%	-$107K	0.02%	636
2025 Q3	$1.22M	Sell	15,201 -140	-0.9%	-$11.9K	0.02%	589
2025 Q2	$1.39M	Buy	15,341 +942	+7%	+$86K	0.03%	354
2025 Q1	$1.35M	Buy	14,399 +265	+2%	+$23.7K	0.04%	319
2024 Q4	$1.28M	Buy	14,134 +807	+6%	+$77K	0.05%	272
2024 Q3	$1.38M	Buy	13,327 +3,302	+33%	+$337K	0.05%	215
2024 Q2	$973K	Buy	10,025 +3,000	+43%	+$277K	0.04%	230
2024 Q1	$633K	Sell	7,025 -276	-4%	-$23.4K	0.04%	227
2023 Q4	$582K	Buy	7,301 +78	+1%	+$5.87K	0.04%	227
2023 Q3	$514K	Sell	7,223 -36	-0.5%	-$2.69K	0.04%	234
2023 Q2	$559K	Buy	+7,259	New	+$562K	0.04%	213

Other funds holding CL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Summit Financial's CL Position: Q1 2026 in Review

Summit Financial increased its Colgate-Palmolive (CL) stake by 8.9% in Q1 2026, buying an estimated $110K and bringing the position to 15,063 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #695.

Summit Financial first reported a position in CL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q2 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Summit Financial held 15,063 shares of Colgate-Palmolive worth $1.28M as of Q1 2026.
Summit Financial bought 1,229 Colgate-Palmolive shares in Q1 2026, an estimated $110K.
Colgate-Palmolive made up 0.02% of Summit Financial's portfolio in Q1 2026, its #695 holding.
Summit Financial first reported a position in Colgate-Palmolive in Q2 2023 and has held it in 12 quarters since.
Summit Financial's Colgate-Palmolive position peaked at $1.39M in Q2 2025.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.