CL
Colgate-palmolive CO
7 super-investors hold CL worth a combined $1.04B. The largest position: First Eagle Investment Management at 0.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 30 — ranked #378 of 724 scored stocks.
Why super-investors own CL
Ownership of CL within this cohort is narrow and largely static: seven managers hold the stock, but the count has been flat at a low single-digit level for all eight quarters in the dataset, signaling neither building enthusiasm nor broad-based exit. First Eagle Investment Management and Yacktman Asset Management are the highest-conviction holders at 0.9% of their respective portfolios, consistent with both firms' bias toward defensive, durable-brand businesses. The only activity in 2026Q1 was a trim by Lindsell Train, whose position is now a rounding error at roughly $850K. No manager added or initiated. With concentration capped at 0.9% even among the most committed holders, interest reads as cautious and fading at the margin rather than a high-conviction thesis.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 0.9% | 40q | $692M | 8,116,782 |
| 2 | Joel Greenblatt | 0.2% | 39q | $271M | 3,183,995 |
| 3 | Yacktman Asset Management | 0.9% | 40q | $67M | 789,400 |
| 4 | Jensen Investment Management | 0.2% | 40q | $10M | 118,640 |
| 5 | Dodge & Cox Funds | <0.1% | 40q | $1M | 14,000 |
| 6 | Lindsell Train | <0.1% | 24q | $852K | 10,000 |
| 7 | David Katz | <0.1% | 23q | $203K | 2,383 |
- 1First Eagle Investment Managementport0.9%val$692M8,116,782 sh·40q held
- 2Joel Greenblattport0.2%val$271M3,183,995 sh·39q held
- 3Yacktman Asset Managementport0.9%val$67M789,400 sh·40q held
- 4Jensen Investment Managementport0.2%val$10M118,640 sh·40q held
- 5Dodge & Cox Fundsport<0.1%val$1M14,000 sh·40q held
- 6Lindsell Trainport<0.1%val$852K10,000 sh·24q held
- 7David Katzport<0.1%val$203K2,383 sh·23q held
Owners of CL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Lindsell Train | TRIM | <0.1% | -32% | $852K | Apr 24, 2026 |
Long US equity 13F-HR filings only. CUSIP 194162103. Not investment advice.