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Advisor OS’s Colgate-Palmolive CL Stock Holding History

Advisor OS’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Sell
4,953
-334
-6% -$29.2K 0.03% 340
2026
Q1 		$451K Buy
5,287
+851
+19% +$75.8K 0.03% 324
2025
Q4 		$351K Buy
+4,436
New +$348K 0.03% 349
2025
Q3 		– Sell
-2,388
Closed -$217K – 485
2025
Q2 		$217K Buy
+2,388
New +$218K 0.02% 411
2025
Q1 		– Sell
-2,304
Closed -$209K – 433
2024
Q4 		$209K Buy
2,304
+65
+3% +$6.2K 0.02% 393
2024
Q3 		$232K Sell
2,239
-109
-5% -$11.1K 0.02% 366
2024
Q2 		$228K Buy
2,348
+101
+4% +$9.32K 0.02% 349
2024
Q1 		$202K Buy
+2,247
New +$190K 0.02% 377
2020
Q3 		– Sell
-7,662
Closed -$561K – 110
2020
Q2 		$561K Buy
+7,662
New +$544K 0.33% 62

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisor OS's CL Position: Q2 2026 in Review

Advisor OS reduced its Colgate-Palmolive (CL) stake by 6.3% in Q2 2026, selling an estimated $29.2K and leaving 4,953 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #340.

Advisor OS first reported a position in CL in Q2 2020 and has held it in 9 quarters since. The position peaked at $561K in Q2 2020. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Advisor OS held 4,953 shares of Colgate-Palmolive worth $454K as of Q2 2026.
  • Advisor OS sold 334 Colgate-Palmolive shares in Q2 2026, an estimated $29.2K.
  • Colgate-Palmolive made up 0.03% of Advisor OS's portfolio in Q2 2026, its #340 holding.
  • Advisor OS first reported a position in Colgate-Palmolive in Q2 2020 and has held it in 9 quarters since.
  • Advisor OS's Colgate-Palmolive position peaked at $561K in Q2 2020.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.