Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CL holding history

Colgate Palmolive Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CL overviewAll 13F holders of CLFull Q2 2026 holdings

Shares (Q2 2026)
444,673
Value
$40.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026444,673$40.8M<0.1%+55,855+14.4%AddedHolders
Q1 2026388,818$33.1M<0.1%+50,743+15.0%AddedHolders
Q4 2025338,075$26.7M<0.1%+87,115+34.7%AddedHolders
Q3 2025250,960$20.1M<0.1%−17,959−6.7%ReducedHolders
Q2 2025268,919$24.4M<0.1%+15,738+6.2%AddedHolders
Q1 2025253,181$23.7M<0.1%+31,176+14.0%AddedHolders
Q4 2024222,005$20.2M<0.1%+3,987+1.8%AddedHolders
Q3 2024218,018$22.6M<0.1%+4,372+2.0%AddedHolders
Q2 2024213,646$20.7M<0.1%−11,147−5.0%ReducedHolders
Q1 2024224,793$20.2M<0.1%−944−0.4%ReducedHolders
Q4 2023225,737$18.0M<0.1%+11,713+5.5%AddedHolders
Q3 2023214,024$15.2M<0.1%−3,220−1.5%ReducedHolders
Q2 2023217,244$16.7M<0.1%+7,236+3.4%AddedHolders
Q1 2023210,008$15.8M<0.1%−4,208−2.0%ReducedHolders
Q4 2022214,216$16.9M<0.1%−276−0.1%ReducedHolders
Q3 2022214,492$15.1M<0.1%+16,180+8.2%AddedHolders
Q2 2022198,312$15.9M<0.1%+53,072+36.5%AddedHolders
Q1 2022145,240$11.0M<0.1%+40,329+38.4%AddedHolders
Q4 2021104,911$8.95M<0.1%+583+0.6%AddedHolders
Q3 2021104,328$7.88M<0.1%+9,746+10.3%AddedHolders
Q2 202194,582$7.69M<0.1%−1,289−1.3%ReducedHolders
Q1 202195,871$7.56M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.