Clean Yield Group Portfolio Shifts: Major Buys and Sells in Q2 2026
Clean Yield Group significantly increased its positions in consumer staples like Colgate-Palmolive (CL) and technology stocks such as Shopify (SHOP), while reducing holdings across several sectors including Real Estate.
As of June 30, 2026, Clean Yield Group has demonstrated significant activity within its portfolio. The investment firm focused on impact investing saw notable changes in its holdings during the quarter.
Significant Purchases This Quarter
Clean Yield Group significantly bolstered its position in consumer staples by acquiring a substantial stake in Colgate-Palmolive (CL). The total stock value for this holding increased to $3,352,554, representing an impressive 197.66% increase in shares held during the period.
Furthermore, the investor showed strong interest in technology companies this quarter. Shopify (SHOP) saw a remarkable jump of over six thousand percent ($6,453.09%) in its portfolio allocation value, rising to $2,663,705. This was accompanied by an increase in shares held.
Additionally, Clean Yield Group added exposure to the Consumer Defensive sector through Vital Farms (VITL), increasing its position significantly. The total stock value for Vital Farms climbed to nearly $843,256 during this quarter.
Major Reductions in Holdings
The investment strategy also involved reducing exposure across several sectors. In the Real Estate space, Clean Yield exited its position in Prologis (PLD) entirely, with a portfolio percentage allocation dropping by 13.6% to $658,397.
Similarly, the investor significantly scaled back its stake in Nokia (NOK), which is categorized under Technology. The position saw a reduction of 5.41% in shares and dropped to $5,609,963.
Healthcare sector holdings also faced reductions. Takeda Pharmaceutical (TAK) experienced a decrease of 4.35% in its portfolio allocation value during the quarter.
New Sectors and ETFs Added
Clean Yield Group expanded into new areas, notably adding Environmental, Social, and Governance (ESG) focused holdings. The iShares ESG MSCI KLD 400 ETF (DSI), categorized under Unknown sector in the data provided by Clean Yield, was added to the portfolio with a full position change of shares.
The investment firm also diversified into fixed income through the Van Eck Green Bond ETF (GRNB). This holding increased its allocation value during the quarter.
Overall Portfolio Changes
Clean Yield Group's overall portfolio percentage allocation for Real Estate decreased significantly, reflecting exits from major holdings like Prologis and Healthpeak Properties. Conversely, sectors such as Consumer Defensive saw an increase in their respective allocations due to new purchases or increased stakes.