Colgate-Palmolive Company
CH ˙ SWX ˙ US1941621039
SecurityCH:CL / Colgate-Palmolive Company
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership26,413 shares
Latest Disclosed Value $ 2,251,205
SRS Capital Advisors, Inc. reports 251.24% increase in ownership of CL / Colgate-Palmolive Company

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 26,413 shares of Colgate-Palmolive Company (CH:CL) valued at $2,251,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,520 shares of Colgate-Palmolive Company. This represents a change in shares of 251.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F COLGATE PALMOLIVE COM 194162103 26,413 18,893 251.24 2,251 278.96 0.0636
2026-02-13 2025-12-31 13F COLGATE PALMOLIVE COM 194162103 7,520 -6,431 -46.10 594 -46.73 0.0173
2025-11-14 2025-09-30 13F COLGATE PALMOLIVE COM 194162103 13,951 10,888 355.47 1,115 191.88 0.0160
2025-08-12 2025-06-30 13F COLGATE PALMOLIVE COM 194162103 3,063 1,206 64.94 383 120.81 0.0176
2025-05-15 2025-03-31 13F COLGATE PALMOLIVE COM 194162103 1,857 416 28.87 174 33.08 0.0112
2025-02-05 2024-12-31 13F COLGATE PALMOLIVE COM 194162103 1,441 -100 -6.49 131 -18.75 0.0082
2024-11-06 2024-09-30 13F COLGATE PALMOLIVE COM 194162103 1,541 222 16.83 160 25.00 0.0143
2024-08-06 2024-06-30 13F COLGATE PALMOLIVE COM 194162103 1,319 343 35.14 128 47.13 0.0125
2024-05-14 2024-03-31 13F COLGATE PALMOLIVE COM 194162103 976 320 48.78 88 67.31 0.0093
2024-02-06 2023-12-31 13F COLGATE PALMOLIVE COM 194162103 656 1 0.15 52 13.04 0.0058
2023-11-14 2023-09-30 13F COLGATE PALMOLIVE COM 194162103 655 15 2.34 47 -6.12 0.0058
2023-08-14 2023-06-30 13F COLGATE PALMOLIVE COM 194162103 640 3 0.47 49 4.26 0.0063
2023-05-16 2023-03-31 13F COLGATE PALMOLIVE COM 194162103 637 -5 -0.78 48 -6.00 0.0063
2023-02-24 2022-12-31 13F COLGATE PALMOLIVE COM 194162103 642 10 1.58 51 13.64 0.0070
2022-11-03 2022-09-30 13F COLGATE PALMOLIVE COM 194162103 632 0 0.00 44 -13.73 0.0069
2022-08-22 2022-06-30 13F COLGATE PALMOLIVE COM 194162103 632 28 4.64 51 10.87 0.0077
2022-05-12 2022-03-31 13F COLGATE PALMOLIVE COM 194162103 604 -654 -51.99 46 -57.01 0.0061
2022-02-08 2021-12-31 13F COLGATE PALMOLIVE COM 194162103 1,258 4 0.32 107 12.63 0.0136
2021-11-05 2021-09-30 13F COLGATE PALMOLIVE COM 194162103 1,254 3 0.24 95 -6.86 0.0130
2021-08-02 2021-06-30 13F COLGATE PALMOLIVE COM 194162103 1,251 -95 -7.06 102 -11.30 0.0139
2021-02-03 2020-12-31 13F COLGATE PALMOLIVE COM 194162103 1,346 3 0.22 115 10.58 0.0170
2020-11-12 2020-09-30 13F COLGATE PALMOLIVE COM 194162103 1,343 4 0.30 104 6.12 0.0175
2020-08-06 2020-06-30 13F COLGATE PALMOLIVE COM 194162103 1,339 3 0.22 98 10.11 0.0175
2020-05-13 2020-03-31 13F COLGATE PALMOLIVE COM 194162103 1,336 -3,105 -69.92 89 -70.92 0.0205
2020-02-07 2019-12-31 13F COLGATE PALMOLIVE COM 194162103 4,441 4 0.09 306 -6.13 0.0878
2019-11-01 2019-09-30 13F COLGATE PALMOLIVE COM 194162103 4,437 4 0.09 326 2.52 0.0983
2019-08-08 2019-06-30 13F COLGATE PALMOLIVE COM 194162103 4,433 8 0.18 318 20.91 0.1059
2019-02-06 2018-12-31 13F COLGATE PALMOLIVE COM 194162103 4,425 1,950 78.79 263 58.43 0.1045
2018-11-05 2018-09-30 13F COLGATE PALMOLIVE COM 194162103 2,475 939 61.13 166 67.68 0.0669
2018-08-21 2018-06-30 13F COLGATE PALMOLIVE CO COM COM 194162103 1,536 -590 -27.75 99 -34.87 0.0435
2018-05-14 2018-03-31 13F COLGATE PALMOLIVE CO COM COM 194162103 2,126 -711 -25.06 152 -28.97 0.0789
2018-02-15 2017-12-31 13F COLGATE PALMOLIVE CO COM COM 194162103 2,837 -497 -14.91 214 -11.57 0.0928
2017-11-15 2017-09-30 13F COLGATE PALMOLIVE CO COM COM 194162103 3,334 249 8.07 242 6.14 0.1163
2017-08-14 2017-06-30 13F COLGATE PALMOLIVE CO COM COM 194162103 3,085 740 31.56 228 33.33 0.1090
2017-05-11 2017-03-31 13F COLGATE PALMOLIVE CO COM COM 194162103 2,345 325 16.09 171 29.55 0.0822
2017-02-14 2016-12-31 13F COLGATE PALMOLIVE CO COM COM 194162103 2,020 2,020 132 0.0661
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.