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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Securities Group's CL Position: Q1 2026 in Review

Summit Securities Group reduced its Colgate-Palmolive (CL) stake by 89% in Q1 2026, selling an estimated $94.7K and leaving 133 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Summit Securities Group first reported a position in CL in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.27M in Q3 2013. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Summit Securities Group held 133 shares of Colgate-Palmolive worth $11.3K as of Q1 2026.
  • Summit Securities Group sold 1,063 Colgate-Palmolive shares in Q1 2026, an estimated $94.7K.
  • Colgate-Palmolive made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #645 holding.
  • Summit Securities Group first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 19 quarters since.
  • Summit Securities Group's Colgate-Palmolive position peaked at $5.27M in Q3 2013.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.