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Arkadios Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Arkadios Wealth Advisors’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 		$1.25M Sell
13,671
-7,739
-36% -$677K 0.02% 729
2026
Q1 		$1.82M Buy
21,410
+261
+1% +$23.3K 0.03% 544
2025
Q4 		$1.67M Buy
21,149
+1,059
+5% +$83K 0.03% 511
2025
Q3 		$1.61M Buy
20,090
+4,766
+31% +$407K 0.04% 468
2025
Q2 		$1.39M Buy
15,324
+946
+7% +$86.4K 0.04% 444
2025
Q1 		$1.35M Buy
14,378
+7,902
+122% +$708K 0.05% 378
2024
Q4 		$589K Buy
6,476
+678
+12% +$64.7K 0.03% 482
2024
Q3 		$602K Buy
5,798
+45
+0.8% +$4.59K 0.03% 480
2024
Q2 		$558K Buy
5,753
+746
+15% +$68.8K 0.04% 440
2024
Q1 		$451K Sell
5,007
-48
-0.9% -$4.07K 0.03% 400
2023
Q4 		$403K Buy
5,055
+641
+15% +$48.2K 0.03% 433
2023
Q3 		$314K Buy
4,414
+87
+2% +$6.5K 0.03% 469
2023
Q2 		$333K Buy
4,327
+1,296
+43% +$100K 0.04% 415
2023
Q1 		$228K Buy
+3,031
New +$225K 0.03% 527
2022
Q3 		– Sell
-2,556
Closed -$205K – 530
2022
Q2 		$205K Buy
+2,556
New +$200K 0.03% 503
2022
Q1 		– Sell
-2,665
Closed -$227K – 566
2021
Q4 		$227K Sell
2,665
-2,210
-45% -$173K 0.03% 517
2021
Q3 		$368K Sell
4,875
-1,756
-26% -$139K 0.05% 358
2021
Q2 		$539K Buy
6,631
+2,966
+81% +$243K 0.07% 311
2021
Q1 		$288K Buy
3,665
+16
+0.4% +$1.25K 0.05% 348
2020
Q4 		$312K Buy
3,649
+2,826
+343% +$234K 0.07% 258
2020
Q3 		$66.1K Sell
823
-169
-17% -$12.9K 0.03% 355
2020
Q2 		$74.3K Buy
992
+310
+45% +$22K 0.04% 306
2020
Q1 		$45.2K Sell
682
-111
-14% -$7.83K 0.03% 356
2019
Q4 		$60.5K Buy
+793
New +$54.1K 0.04% 292

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 $3.38T AUM 44.17% 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

Arkadios Wealth Advisors's CL Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 36% in Q2 2026, selling an estimated $677K and leaving 13,671 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #729.

Arkadios Wealth Advisors first reported a position in CL in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.82M in Q1 2026. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Arkadios Wealth Advisors held 13,671 shares of Colgate-Palmolive worth $1.25M as of Q2 2026.
  • Arkadios Wealth Advisors sold 7,739 Colgate-Palmolive shares in Q2 2026, an estimated $677K.
  • Colgate-Palmolive made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #729 holding.
  • Arkadios Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's Colgate-Palmolive position peaked at $1.82M in Q1 2026.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.