James T. Borello RIA’s Colgate-Palmolive CL Stock Holding History

James T. Borello RIA’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	$41.6K	Buy	487 +21	+5%	+$1.9K	0.01%	269
2026 Q2	$42.7K	Buy	466 +250	+116%	+$21.9K	0.01%	258
2026 Q1	$18.4K	Sell	216 -68	-24%	-$6.06K	﹤0.01%	394
2025 Q4	$22.4K	Buy	284 +14	+5%	+$1.1K	0.01%	265
2025 Q3	$21.6K	Buy	270 +70	+35%	+$5.97K	0.01%	226
2025 Q2	$18.2K	Hold	200	–	–	0.01%	188
2025 Q1	$18.7K	Hold	200	–	–	0.01%	153
2024 Q4	$18.2K	Hold	200	–	–	0.01%	136
2024 Q3	$20.8K	Buy	+200	New	+$20.4K	0.01%	122

Other funds holding CL

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

James T. Borello RIA's CL Position: Q3 2026 in Review

James T. Borello RIA increased its Colgate-Palmolive (CL) stake by 4.5% in Q3 2026, buying an estimated $1.9K and bringing the position to 487 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #269.

James T. Borello RIA first reported a position in CL in Q3 2024 and has held it in 9 quarters since. The position peaked at $42.7K in Q2 2026. 347 funds tracked by Wall St. Rank hold CL as of Q3 2026.

James T. Borello RIA held 487 shares of Colgate-Palmolive worth $41.6K as of Q3 2026.
James T. Borello RIA bought 21 Colgate-Palmolive shares in Q3 2026, an estimated $1.9K.
Colgate-Palmolive made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #269 holding.
James T. Borello RIA first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 9 quarters since.
James T. Borello RIA's Colgate-Palmolive position peaked at $42.7K in Q2 2026.
347 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.