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True Wealth Design’s Colgate-Palmolive CL Stock Holding History

True Wealth Design’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 		$129K Buy
1,409
+713
+102% +$62.4K 0.03% 195
2026
Q1 		$59.3K Buy
696
+119
+21% +$10.6K 0.02% 351
2025
Q4 		$45.6K Buy
577
+345
+149% +$27K 0.01% 357
2025
Q3 		$18.6K Buy
232
+19
+9% +$1.62K 0.01% 646
2025
Q2 		$19.4K Buy
213
+21
+11% +$1.92K 0.01% 391
2025
Q1 		$18K Sell
192
-43
-18% -$3.85K 0.01% 360
2024
Q4 		$21.3K Sell
235
-483
-67% -$46.1K 0.01% 314
2024
Q3 		$74.5K Buy
718
+672
+1,461% +$68.5K 0.03% 83
2024
Q2 		$4.44K Buy
46
+4
+10% +$369 ﹤0.01% 290
2024
Q1 		$3.76K Buy
42
+7
+20% +$593 ﹤0.01% 296
2023
Q4 		$2.77K Hold
35
– – ﹤0.01% 290
2023
Q3 		$2.47K Hold
35
– – ﹤0.01% 254
2023
Q2 		$2.68K Hold
35
– – ﹤0.01% 260
2023
Q1 		$2.61K Hold
35
– – ﹤0.01% 318
2022
Q4 		$2.74K Buy
+35
New +$2.62K ﹤0.01% 279

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

True Wealth Design's CL Position: Q2 2026 in Review

True Wealth Design increased its Colgate-Palmolive (CL) stake by 102% in Q2 2026, buying an estimated $62.4K and bringing the position to 1,409 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #195.

True Wealth Design first reported a position in CL in Q4 2022 and has held it in 15 quarters since. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • True Wealth Design held 1,409 shares of Colgate-Palmolive worth $129K as of Q2 2026.
  • True Wealth Design bought 713 Colgate-Palmolive shares in Q2 2026, an estimated $62.4K.
  • Colgate-Palmolive made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #195 holding.
  • True Wealth Design first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 15 quarters since.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.