Alteri Wealth’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
Q1
$364K Sell
4,272
-3
-0.1% -$267 0.12% 205
2025
Q4
$338K Buy
4,275
+210
+5% +$16.5K 0.11% 210
2025
Q3
$325K Sell
4,065
-124
-3% -$10.6K 0.11% 206
2025
Q2
$381K Sell
4,189
-76
-2% -$6.94K 0.15% 168
2025
Q1
$400K Buy
4,265
+153
+4% +$13.7K 0.18% 156
2024
Q4
$374K Buy
+4,112
New +$392K 0.1% 157

Other funds holding CL

Alteri Wealth's CL Position: Q1 2026 in Review

Alteri Wealth reduced its Colgate-Palmolive (CL) stake by 0.07% in Q1 2026, selling an estimated $267 and leaving 4,272 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #205.

Alteri Wealth first reported a position in CL in Q4 2024 and has held it in 6 quarters since. The position peaked at $400K in Q1 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Alteri Wealth held 4,272 shares of Colgate-Palmolive worth $364K as of Q1 2026.
  • Alteri Wealth sold 3 Colgate-Palmolive shares in Q1 2026, an estimated $267.
  • Colgate-Palmolive made up 0.12% of Alteri Wealth's portfolio in Q1 2026, its #205 holding.
  • Alteri Wealth first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 6 quarters since.
  • Alteri Wealth's Colgate-Palmolive position peaked at $400K in Q1 2025.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.