Advocacy Wealth Management Services’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$257K Buy
2,802
+201
+8% +$17.6K 0.01% 146
2026
Q1
$222K Sell
2,601
-18
-0.7% -$1.6K 0.01% 142
2025
Q4
$207K Buy
2,619
+61
+2% +$4.78K 0.01% 142
2025
Q3
$204K Buy
+2,558
New +$218K 0.01% 142
2013
Q3
$49K Buy
+760
New +$45K 0.13% 117

Other funds holding CL

Advocacy Wealth Management Services's CL Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Colgate-Palmolive (CL) stake by 7.7% in Q2 2026, buying an estimated $17.6K and bringing the position to 2,802 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #146.

Advocacy Wealth Management Services first reported a position in CL in Q3 2013 and has held it in 5 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Advocacy Wealth Management Services held 2,802 shares of Colgate-Palmolive worth $257K as of Q2 2026.
  • Advocacy Wealth Management Services bought 201 Colgate-Palmolive shares in Q2 2026, an estimated $17.6K.
  • Colgate-Palmolive made up 0.01% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #146 holding.
  • Advocacy Wealth Management Services first reported a position in Colgate-Palmolive in Q3 2013 and has held it in 5 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.