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Zhang Financial’s Colgate-Palmolive CL Stock Holding History

Zhang Financial’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 		$561K Buy
+6,123
New +$536K 0.02% 252
2025
Q4 		– Sell
-13,455
Closed -$1.08M – 342
2025
Q3 		$1.08M Sell
13,455
-1,803
-12% -$154K 0.04% 168
2025
Q2 		$1.39M Sell
15,258
-437
-3% -$39.9K 0.06% 142
2025
Q1 		$1.47M Buy
15,695
+5,660
+56% +$507K 0.08% 129
2024
Q4 		$912K Buy
+10,035
New +$958K 0.05% 157

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Zhang Financial's CL Position: Q2 2026 in Review

Zhang Financial opened a new position in Colgate-Palmolive (CL) in Q2 2026: 6,123 shares worth $561K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings. This is a return to the name: Zhang Financial previously reported a position in CL as recently as Q3 2025.

Zhang Financial first reported a position in CL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2025. 2,013 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Zhang Financial held 6,123 shares of Colgate-Palmolive worth $561K as of Q2 2026.
  • Colgate-Palmolive was a new Zhang Financial position in Q2 2026.
  • Colgate-Palmolive made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #252 holding.
  • Zhang Financial first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 5 quarters since.
  • Zhang Financial's Colgate-Palmolive position peaked at $1.47M in Q1 2025.
  • 2,013 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.