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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
Q2 		$6.98M Buy
76,122
+7,705
+11% +$674K 0.09% 130
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 $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 Trail Advisors's CL Position: Q2 2026 in Review

Summit Trail Advisors increased its Colgate-Palmolive (CL) stake by 11% in Q2 2026, buying an estimated $674K and bringing the position to 76,122 shares worth $6.98M. The position accounts for 0.09% of the portfolio, ranked #130.

Summit Trail Advisors first reported a position in CL in Q4 2017 and has held it in 14 quarters since. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Summit Trail Advisors held 76,122 shares of Colgate-Palmolive worth $6.98M as of Q2 2026.
  • Summit Trail Advisors bought 7,705 Colgate-Palmolive shares in Q2 2026, an estimated $674K.
  • Colgate-Palmolive made up 0.09% of Summit Trail Advisors's portfolio in Q2 2026, its #130 holding.
  • Summit Trail Advisors first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 14 quarters since.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.