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Alpha Family Trust’s Colgate-Palmolive CL Stock Holding History

Alpha Family Trust’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 Hold
2,610
– – 0.11% 182
2025
Q4 		$206K Buy
+2,610
New +$205K 0.09% 192
2025
Q3 		– Sell
-2,610
Closed -$237K – 199
2025
Q2 		$237K Buy
+2,610
New +$238K 0.12% 164
2022
Q4 		– Sell
-3,085
Closed -$217K – 122
2022
Q3 		$217K Buy
+3,085
New +$242K 0.16% 42

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

Alpha Family Trust's CL Position: Q1 2026 in Review

Alpha Family Trust held its Colgate-Palmolive (CL) position steady in Q1 2026 at 2,610 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #182.

Alpha Family Trust first reported a position in CL in Q3 2022 and has held it in 4 quarters since. The position peaked at $237K in Q2 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Alpha Family Trust held 2,610 shares of Colgate-Palmolive worth $222K as of Q1 2026.
  • Alpha Family Trust left its Colgate-Palmolive share count unchanged in Q1 2026.
  • Colgate-Palmolive made up 0.11% of Alpha Family Trust's portfolio in Q1 2026, its #182 holding.
  • Alpha Family Trust first reported a position in Colgate-Palmolive in Q3 2022 and has held it in 4 quarters since.
  • Alpha Family Trust's Colgate-Palmolive position peaked at $237K in Q2 2025.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.