STA
CL icon

Summit Trail Advisors’s Colgate-Palmolive CL Stock Holding History

Summit Trail Advisors’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 		$5.83M Buy
68,417
+13,331
+24% +$1.19M 0.08% 137
2025
Q4 		$4.35M Buy
55,086
+38,797
+238% +$3.04M 0.08% 155
2025
Q3 		$1.3M Sell
16,289
-9,128
-36% -$779K 0.02% 680
2025
Q2 		$2.31M Buy
+25,417
New +$2.32M 0.04% 234
2024
Q4 		– Sell
-8,629
Closed -$896K – 466
2024
Q3 		$896K Buy
8,629
+3,139
+57% +$320K 0.02% 282
2024
Q2 		$533K Buy
5,490
+141
+3% +$13K 0.01% 361
2024
Q1 		$482K Buy
5,349
+601
+13% +$50.9K 0.01% 346
2023
Q4 		$378K Buy
4,748
+488
+11% +$36.7K 0.01% 334
2023
Q3 		$303K Sell
4,260
-796
-16% -$59.5K 0.01% 373
2023
Q2 		$390K Buy
+5,056
New +$391K 0.01% 316
2023
Q1 		– Sell
-2,902
Closed -$229K – 401
2022
Q4 		$229K Buy
+2,902
New +$218K 0.01% 338
2018
Q2 		– Sell
-3,634
Closed -$232K – 518
2018
Q1 		$232K Buy
3,634
+703
+24% +$50.6K 0.04% 342
2017
Q4 		$224K Buy
+2,931
New +$214K 0.03% 389

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 Trail Advisors's CL Position: Q1 2026 in Review

Summit Trail Advisors increased its Colgate-Palmolive (CL) stake by 24% in Q1 2026, buying an estimated $1.19M and bringing the position to 68,417 shares worth $5.83M. The position accounts for 0.08% of the portfolio, ranked #137.

Summit Trail Advisors first reported a position in CL in Q4 2017 and has held it in 13 quarters since. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Summit Trail Advisors held 68,417 shares of Colgate-Palmolive worth $5.83M as of Q1 2026.
  • Summit Trail Advisors bought 13,331 Colgate-Palmolive shares in Q1 2026, an estimated $1.19M.
  • Colgate-Palmolive made up 0.08% of Summit Trail Advisors's portfolio in Q1 2026, its #137 holding.
  • Summit Trail Advisors first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 13 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.