Summit Securities Group
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Summit Securities Group’s Colgate-Palmolive CL Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-3,000
Closed -$256K – 1131
2021
Q4 		$256K Buy
+3,000
New +$234K 0.01% 537
2016
Q1 		– Sell
-13
Closed -$19K – 171
2015
Q4 		$19K Buy
+13
New +$865 0.01% 235

Other funds holding CL

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Summit Securities Group's CL Position: Q3 2026 in Review

Summit Securities Group sold out of Colgate-Palmolive (CL) in Q3 2026, closing a stake of 186 shares — an estimated $17.1K sold.

Summit Securities Group first reported a position in CL in Q2 2013 and held it in 20 quarters. The position peaked at $5.27M in Q3 2013. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Summit Securities Group reported no remaining Colgate-Palmolive position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 186 Colgate-Palmolive shares in Q3 2026, an estimated $17.1K.
  • Summit Securities Group first reported a position in Colgate-Palmolive in Q2 2013 and held it in 20 quarters.
  • Summit Securities Group's Colgate-Palmolive position peaked at $5.27M in Q3 2013.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.