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Whipplewood Advisors’s Colgate-Palmolive CL Stock Holding History

Whipplewood 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
Q2 		$6.78K Sell
74
-164
-69% -$14.3K ﹤0.01% 283
2026
Q1 		$20.3K Buy
+238
New +$21.2K 0.01% 394
2025
Q3 		– Sell
-531
Closed -$48.3K – 465
2025
Q2 		$48.3K Sell
531
-191
-26% -$17.4K 0.03% 321
2025
Q1 		$68.2K Sell
722
-1
-0.1% -$90 0.04% 264
2024
Q4 		$65.7K Buy
+723
New +$69K 0.04% 273

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

Whipplewood Advisors's CL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Colgate-Palmolive (CL) stake by 69% in Q2 2026, selling an estimated $14.3K and leaving 74 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Whipplewood Advisors first reported a position in CL in Q4 2024 and has held it in 5 quarters since. The position peaked at $68.2K in Q1 2025. 674 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Whipplewood Advisors held 74 shares of Colgate-Palmolive worth $6.78K as of Q2 2026.
  • Whipplewood Advisors sold 164 Colgate-Palmolive shares in Q2 2026, an estimated $14.3K.
  • Colgate-Palmolive made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #283 holding.
  • Whipplewood Advisors first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Colgate-Palmolive position peaked at $68.2K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.