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Creative Planning CL Position History
Colgate-Palmolive Company • Consumer Defensive
Quarters held
10
Latest value
$38.8M
Q3 2026
Peak value
$40.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19.8M |
| Q3 2025 | $213K |
| Q4 2025 | $26.5M |
| Q4 2025 | $243K |
| Q1 2026 | $271K |
| Q1 2026 | $32.9M |
| Q2 2026 | $274K |
| Q2 2026 | $40.5M |
| Q3 2026 | $245K |
| Q3 2026 | $38.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $38.8M | 454.6K | — | — |
| Q3 2026 | $245K | 2.9K | — | — |
| Q2 2026 | $40.5M | 441.7K | — | — |
| Q2 2026 | $274K | 3.0K | — | — |
| Q1 2026 | $32.9M | 385.6K | — | — |
| Q1 2026 | $271K | 3.2K | — | — |
| Q4 2025 | $243K | 3.1K | — | — |
| Q4 2025 | $26.5M | 335.0K | — | — |
| Q3 2025 | $213K | 2.7K | — | — |
| Q3 2025 | $19.8M | 248.3K | — | — |