Planning Strategies Inc.’s Colgate-Palmolive CL Stock Holding History

Planning Strategies Inc.’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	$2.66K	Buy	+29	New	+$2.54K	﹤0.01%	519

Other funds holding CL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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) 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Planning Strategies Inc.'s CL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Colgate-Palmolive (CL) in Q2 2026: 29 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings.

792 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Planning Strategies Inc. held 29 shares of Colgate-Palmolive worth $2.66K as of Q2 2026.
Colgate-Palmolive was a new Planning Strategies Inc. position in Q2 2026.
Colgate-Palmolive made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #519 holding.
792 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.