AWMS
CL icon

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

Advocacy Wealth Management Services’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advocacy Wealth Management Services's CL Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its Colgate-Palmolive (CL) stake by 0.69% in Q1 2026, selling an estimated $1.6K and leaving 2,601 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #142.

Advocacy Wealth Management Services first reported a position in CL in Q3 2013 and has held it in 4 quarters since. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Advocacy Wealth Management Services held 2,601 shares of Colgate-Palmolive worth $222K as of Q1 2026.
  • Advocacy Wealth Management Services sold 18 Colgate-Palmolive shares in Q1 2026, an estimated $1.6K.
  • Colgate-Palmolive made up 0.01% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #142 holding.
  • Advocacy Wealth Management Services first reported a position in Colgate-Palmolive in Q3 2013 and has held it in 4 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.