CL COLGATE-PALMOLIVE CO

Ownership history in Summit Global Investments  ·  30 quarters on record

AI Ownership Summary

Summit Global Investments reported COLGATE-PALMOLIVE CO (CL) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.65% in 2024 Q4. The latest visible filing shows CL at 0.68% 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 Summit Global Investments's position in COLGATE-PALMOLIVE CO, 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
2025 Q4

CL was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2024 Q4

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 2025 Q4

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 Summit Global Investments held CL — position size vs. price
% of Fund (quarterly)    CL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 145,326 -61,893 -29.9% 0.68% $11.5M 2026-02-14 (Est.) $96.67
2025 Q3 ADDED 207,219 +31,509 +17.9% 0.97% $16.6M 2025-11-03 $74.52
2025 Q2 ADDED 175,710 +960 +0.5% 0.94% $16.0M 2025-08-12 $83.89
2025 Q1 REDUCED 174,750 -115,279 -39.7% 1.19% $16.4M 2025-04-07 $87.05
2024 Q4 ADDED 290,029 +123,322 +74.0% 1.65% $26.4M 2025-02-11 $85.27
2024 Q3 ADDED 166,707 +3,105 +1.9% 1.10% $17.3M 2024-10-31 $90.94
2024 Q2 REDUCED 163,602 -11,619 -6.6% 1.07% $15.9M 2024-07-22 $94.58
2024 Q1 ADDED 175,221 +95,440 +119.6% 1.17% $15.8M 2024-04-29 $86.94
2023 Q4 REDUCED 79,781 -207,604 -72.2% 0.42% $6.4M 2024-02-06 $79.99
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Summit Global Investments and CL

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

How long has Summit Global Investments reported owning CL?

Summit Global Investments reported CL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CL position in Summit Global Investments's portfolio?

The largest reported portfolio weight for CL was 1.65% in 2024 Q4.

What is the latest reported CL position on this page?

The most recent filing on this page is 2025 Q4, when Summit Global Investments reported 145,326 shares, equal to 0.68% of portfolio, with an estimated market value of $11.5M.

What does the chart on this CL ownership page compare?

The chart compares Summit Global Investments'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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