Sun Financial’s Colgate-Palmolive CL Stock Holding History

Sun Financial’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	$383K	Sell	4,311 -303	-7%	-$27K	0.19%	103
2025 Q4	$365K	Buy	+4,614	New	+$362K	0.2%	111

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sun Financial's CL Position: Q1 2026 in Review

Sun Financial reduced its Colgate-Palmolive (CL) stake by 6.6% in Q1 2026, selling an estimated $27K and leaving 4,311 shares worth $383K. The position accounts for 0.19% of the portfolio, ranked #103.

Sun Financial first reported a position in CL in Q4 2025 and has held it in 2 quarters since. 1,954 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Sun Financial held 4,311 shares of Colgate-Palmolive worth $383K as of Q1 2026.
Sun Financial sold 303 Colgate-Palmolive shares in Q1 2026, an estimated $27K.
Colgate-Palmolive made up 0.19% of Sun Financial's portfolio in Q1 2026, its #103 holding.
Sun Financial first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 2 quarters since.
1,954 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.