CL COLGATE PALMOLIVE COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  55 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported COLGATE PALMOLIVE COM (CL) in 55 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows CL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in COLGATE PALMOLIVE COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LVM CAPITAL MANAGEMENT LTD/MI held CL — position size vs. price
% of Fund (quarterly)    CL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,218 +34 +1.1% 0.03% $274K 2026-05-15 (Est.) $84.50
2025 Q4 UNCHANGED 3,184 0% 0.02% $252K 2026-01-12 $81.43
2025 Q3 UNCHANGED 3,184 0% 0.02% $255K 2025-10-09 $76.82
2025 Q2 UNCHANGED 3,184 0% 0.03% $289K 2025-07-02 $90.68
2025 Q1 UNCHANGED 3,184 0% 0.03% $298K 2025-04-08 $86.47
2024 Q4 REDUCED 3,184 -16 -0.5% 0.03% $289K 2025-01-10 $83.81
2024 Q3 UNCHANGED 3,200 0% 0.04% $311K 2024-10-03 $96.53
2024 Q2 UNCHANGED 3,200 0% 0.04% $311K 2024-07-16 $93.57
2024 Q1 UNCHANGED 3,200 0% 0.03% $288K 2024-04-15 $82.31
2023 Q4 REDUCED 3,200 -447 -12.3% 0.03% $255K 2024-01-12 $76.82
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and CL

These are the practical questions this page is built to answer before you even open the full history table.

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning CL?

LVM CAPITAL MANAGEMENT LTD/MI reported CL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CL position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for CL was 0.04% in 2024 Q2.

What is the latest reported CL position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 3,218 shares, equal to 0.03% of portfolio, with an estimated market value of $274K.

What does the chart on this CL ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly CL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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