Trifecta Capital Advisors’s Colgate-Palmolive CL Stock Holding History

Trifecta Capital 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 Q3	–	Sell	-4	Closed	-$367	–	343
2026 Q2	$367	Buy	+4	New	+$350	﹤0.01%	435
2025 Q4	–	Sell	-18	Closed	-$1.44K	–	295
2025 Q3	$1.44K	Sell	18 -43	-70%	-$3.67K	﹤0.01%	378
2025 Q2	$5.54K	Buy	61 +43	+239%	+$3.93K	﹤0.01%	263
2025 Q1	$1.69K	Hold	18	–	–	﹤0.01%	328
2024 Q4	$1.64K	Hold	18	–	–	﹤0.01%	324
2024 Q3	$1.87K	Sell	18 -190	-91%	-$19.4K	﹤0.01%	318
2024 Q2	$20.2K	Buy	208 +190	+1,056%	+$17.5K	﹤0.01%	190
2024 Q1	$1.62K	Hold	18	–	–	﹤0.01%	327
2023 Q4	$1.44K	Hold	18	–	–	﹤0.01%	358
2023 Q3	$1.28K	Hold	18	–	–	﹤0.01%	352
2023 Q2	$1.39K	Hold	18	–	–	﹤0.01%	345
2023 Q1	$1.35K	Hold	18	–	–	﹤0.01%	346
2022 Q4	$1.42K	Buy	+18	New	+$1.35K	﹤0.01%	348

Other funds holding CL

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Trifecta Capital Advisors's CL Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Colgate-Palmolive (CL) in Q3 2026, closing a stake of 4 shares — an estimated $367 sold.

Trifecta Capital Advisors first reported a position in CL in Q4 2022 and held it in 13 quarters. The position peaked at $20.2K in Q2 2024. 808 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Trifecta Capital Advisors reported no remaining Colgate-Palmolive position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 4 Colgate-Palmolive shares in Q3 2026, an estimated $367.
Trifecta Capital Advisors first reported a position in Colgate-Palmolive in Q4 2022 and held it in 13 quarters.
Trifecta Capital Advisors's Colgate-Palmolive position peaked at $20.2K in Q2 2024.
808 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.