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 Q2	–	Sell	-4,311	Closed	-$383K	–	164
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Norges Bank Oslo, Norway $1T AUM

Sun Financial's CL Position: Q2 2026 in Review

Sun Financial sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 4,311 shares — an estimated $383K sold.

Sun Financial first reported a position in CL in Q4 2025 and held it in 2 quarters. The position peaked at $383K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Sun Financial reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
Sun Financial sold 4,311 Colgate-Palmolive shares in Q2 2026, an estimated $383K.
Sun Financial first reported a position in Colgate-Palmolive in Q4 2025 and held it in 2 quarters.
Sun Financial's Colgate-Palmolive position peaked at $383K in Q1 2026.
2,027 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.