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Synergy Investment Management’s Colgate-Palmolive CL Stock Holding History

Synergy Investment Management’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 		$5.85K Buy
63
+17
+37% +$1.49K ﹤0.01% 719
2026
Q1 		$3.92K Buy
+46
New +$4.1K ﹤0.01% 612
2025
Q2 		– Sell
-820
Closed -$76.8K – 157
2025
Q1 		$76.8K Hold
820
– – 0.03% 184
2024
Q4 		$74.5K Buy
+820
New +$78.2K 0.03% 196

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 $3.38T AUM 44.17% 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

Synergy Investment Management's CL Position: Q2 2026 in Review

Synergy Investment Management increased its Colgate-Palmolive (CL) stake by 37% in Q2 2026, buying an estimated $1.49K and bringing the position to 63 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Synergy Investment Management first reported a position in CL in Q4 2024 and has held it in 4 quarters since. The position peaked at $76.8K in Q1 2025. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Synergy Investment Management held 63 shares of Colgate-Palmolive worth $5.85K as of Q2 2026.
  • Synergy Investment Management bought 17 Colgate-Palmolive shares in Q2 2026, an estimated $1.49K.
  • Colgate-Palmolive made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #719 holding.
  • Synergy Investment Management first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Colgate-Palmolive position peaked at $76.8K in Q1 2025.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.