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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
Q2 		$1.62M Buy
17,619
+2,556
+17% +$224K 0.02% 689
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
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

Summit Financial's CL Position: Q2 2026 in Review

Summit Financial increased its Colgate-Palmolive (CL) stake by 17% in Q2 2026, buying an estimated $224K and bringing the position to 17,619 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #689.

Summit Financial first reported a position in CL in Q2 2023 and has held it in 13 quarters since. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Summit Financial held 17,619 shares of Colgate-Palmolive worth $1.62M as of Q2 2026.
  • Summit Financial bought 2,556 Colgate-Palmolive shares in Q2 2026, an estimated $224K.
  • Colgate-Palmolive made up 0.02% of Summit Financial's portfolio in Q2 2026, its #689 holding.
  • Summit Financial first reported a position in Colgate-Palmolive in Q2 2023 and has held it in 13 quarters since.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.