United Asset Strategies’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.1M Buy
131,816
+5,475
+4% +$479K 0.85% 37
2026
Q1
$10.8M Buy
126,341
+7,659
+6% +$683K 0.86% 40
2025
Q4
$9.38M Sell
118,682
-84
-0.1% -$6.59K 0.72% 43
2025
Q3
$9.49M Buy
118,766
+3,582
+3% +$306K 0.76% 43
2025
Q2
$10.5M Sell
115,184
-440
-0.4% -$40.2K 0.89% 40
2025
Q1
$10.8M Buy
115,624
+4,186
+4% +$375K 1.01% 33
2024
Q4
$10.1M Buy
111,438
+7,924
+8% +$756K 0.93% 34
2024
Q3
$10.7M Buy
103,514
+602
+0.6% +$61.4K 1% 34
2024
Q2
$9.99M Buy
102,912
+1,195
+1% +$110K 0.99% 37
2024
Q1
$9.16M Buy
101,717
+89,670
+744% +$7.6M 0.91% 39
2023
Q4
$960K Buy
12,047
+785
+7% +$59K 0.11% 137
2023
Q3
$801K Buy
11,262
+1,274
+13% +$95.3K 0.1% 143
2023
Q2
$769K Buy
9,988
+44
+0.4% +$3.41K 0.1% 146
2023
Q1
$747K Buy
9,944
+2,215
+29% +$165K 0.1% 148
2022
Q4
$609K Buy
7,729
+628
+9% +$47.1K 0.08% 169
2022
Q3
$499K Buy
7,101
+394
+6% +$30.9K 0.08% 153
2022
Q2
$537K Sell
6,707
-2,117
-24% -$166K 0.08% 151
2022
Q1
$669K Buy
8,824
+886
+11% +$70.2K 0.09% 141
2021
Q4
$677K Buy
+7,938
New +$620K 0.08% 138
2021
Q1
Sell
-4,524
Closed -$387K 215
2020
Q4
$387K Sell
4,524
-20,193
-82% -$1.67M 0.06% 158
2020
Q3
$1.91M Sell
24,717
-764
-3% -$58.3K 0.35% 66
2020
Q2
$1.87M Sell
25,481
-750
-3% -$53.3K 0.37% 66
2020
Q1
$1.74M Buy
26,231
+776
+3% +$54.7K 0.43% 61
2019
Q4
$1.75M Buy
25,455
+2,601
+11% +$177K 0.34% 75
2019
Q3
$1.68M Buy
22,854
+1,117
+5% +$81K 0.37% 74
2019
Q2
$1.56M Buy
21,737
+2,018
+10% +$143K 0.36% 77
2019
Q1
$1.35M Buy
19,719
+3,301
+20% +$213K 0.32% 83
2018
Q4
$977K Buy
16,418
+2,942
+22% +$184K 0.27% 85
2018
Q3
$902K Buy
13,476
+1,467
+12% +$97.7K 0.21% 101
2018
Q2
$778K Buy
12,009
+1,342
+13% +$87.8K 0.21% 107
2018
Q1
$765K Buy
10,667
+886
+9% +$63.8K 0.23% 100
2017
Q4
$738K Buy
9,781
+5,126
+110% +$374K 0.2% 105
2017
Q3
$339K Buy
+4,655
New +$335K 0.19% 100
2017
Q1
Sell
-67,360
Closed -$4.41M 150
2016
Q4
$4.41M Buy
+67,360
New +$4.62M 1.44% 27

Other funds holding CL

United Asset Strategies's CL Position: Q2 2026 in Review

United Asset Strategies increased its Colgate-Palmolive (CL) stake by 4.3% in Q2 2026, buying an estimated $479K and bringing the position to 131,816 shares worth $12.1M. The position accounts for 0.85% of the portfolio, ranked #37.

United Asset Strategies first reported a position in CL in Q4 2016 and has held it in 34 quarters since. 895 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • United Asset Strategies held 131,816 shares of Colgate-Palmolive worth $12.1M as of Q2 2026.
  • United Asset Strategies bought 5,475 Colgate-Palmolive shares in Q2 2026, an estimated $479K.
  • Colgate-Palmolive made up 0.85% of United Asset Strategies's portfolio in Q2 2026, its #37 holding.
  • United Asset Strategies first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 34 quarters since.
  • 895 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.