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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
2020
Q3 		– Sell
-50
Closed -$366K – 382
2020
Q2 		$366K Hold
50
– – 0.05% 286
2020
Q1 		$332K Buy
+50
New +$3.53K 0.06% 196
2013
Q4 		– Sell
-888
Closed -$3K – 528
2013
Q3 		$3K Buy
888
+568
+178% +$33.7K ﹤0.01% 319
2013
Q2 		$1K Buy
+320
New +$19K ﹤0.01% 530

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 Securities Group's CL Position: Q2 2026 in Review

Summit Securities Group increased its Colgate-Palmolive (CL) stake by 40% in Q2 2026, buying an estimated $4.64K and bringing the position to 186 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Summit Securities Group first reported a position in CL in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.27M in Q3 2013. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Summit Securities Group held 186 shares of Colgate-Palmolive worth $17.1K as of Q2 2026.
  • Summit Securities Group bought 53 Colgate-Palmolive shares in Q2 2026, an estimated $4.64K.
  • Colgate-Palmolive made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #751 holding.
  • Summit Securities Group first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 20 quarters since.
  • Summit Securities Group's Colgate-Palmolive position peaked at $5.27M in Q3 2013.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.