Sun Group Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Sun Group Wealth Partners’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	$433K	Hold	4,720	–	–	0.3%	52
2026 Q1	$402K	Buy	+4,720	New	+$421K	0.32%	48

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 $3.37T AUM 44.26% 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 Group Wealth Partners's CL Position: Q2 2026 in Review

Sun Group Wealth Partners held its Colgate-Palmolive (CL) position steady in Q2 2026 at 4,720 shares worth $433K. The position accounts for 0.3% of the portfolio, ranked #52.

Sun Group Wealth Partners first reported a position in CL in Q1 2026 and has held it in 2 quarters since. 2,013 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Sun Group Wealth Partners held 4,720 shares of Colgate-Palmolive worth $433K as of Q2 2026.
Sun Group Wealth Partners left its Colgate-Palmolive share count unchanged in Q2 2026.
Colgate-Palmolive made up 0.3% of Sun Group Wealth Partners's portfolio in Q2 2026, its #52 holding.
Sun Group Wealth Partners first reported a position in Colgate-Palmolive in Q1 2026 and has held it in 2 quarters since.
2,013 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.