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What smart money is saying about Colgate-PalmoliveUnited States flag

CL · Consumer Defensive · Household & Personal Products · Market cap $62.29B

1 fund in our archive has pitched Colgate-Palmolive, most recently Diamond Hill Select Fund in September 2025.

Company profile

Colgate-Palmolive Company, together with its subsidiaries, manufactures and sells consumer products worldwide. The company operates through two segments, Oral, Personal and Home Care; and Pet Nutrition. The Oral, Personal and Home Care segment offers toothpaste, toothbrushes, mouthwash, bar and liquid hand soaps, shower gels, shampoos, conditioners, deodorants and antiperspirants, skin health products, dishwashing detergents, fabric conditioners, household cleaners, and other related items. This segment markets and sells its products under various brands, which include Colgate, Darlie, elmex, hello, meridol, Sorriso, Tom's of Maine, Irish Spring, Palmolive, Protex, Sanex, Softsoap, Lady Speed Stick, Speed Stick, EltaMD, Filorga, PCA SKIN, Ajax, Axion, Fabuloso, Murphy, Suavitel, Soupline, and Cuddly to a range of traditional and eCommerce retailers, wholesalers, and distributors. It also includes pharmaceutical products for dentists and other oral health professionals. The Pet Nutrition segment offers pet nutrition products for everyday nutritional needs under the Hill's Science Diet brand; and a range of therapeutic products to manage disease conditions in dogs and cats under the Hill's Prescription Diet brand. This segment markets and sells its products through pet supply retailers, veterinarians, and eCommerce retailers. Colgate-Palmolive Company was founded in 1806 and is headquartered in New York, New York.

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2
Reported positions
1
Bought
1
Sold
3
Letters

Position history

Between Q3 2025 and Q3 2026, 2 fund letters reported a position in Colgate-Palmolive, with 1 buy (opened or added) and 1 sell (trimmed or exited).

Fund letters reporting a position in Colgate-Palmolive, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261100
Q4 20251010
Q3 20250001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions · 2 moves

  • “During the quarter, besides activity discussed above, we initiated positions in Colgate-Palmolive in consumer staples, Mastercard in financials, ServiceNow in IT, United Rentals, XPO and Howmet Aerospace in industrials and Novartis and CVS Health in health care.”
    Colgate-Palmolive
  • “We also exited our position in Colgate-Palmolive due to its facing challenging demand dynamics in several key regions and elected to redeploy the capital into more compelling opportunities.”
    Colgate-Palmolive

Fund coverage · 1 thesis

  • Colgate-Palmolive is a market leader in attractive sectors like household goods and personal care, and its strong position and product demand present a strategic investment opportunity following recent price declines.

    Read the full thesis

Read every full thesis on Colgate-Palmolive

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