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Aventura Private Wealth’s Colgate-Palmolive CL Stock Holding History

Aventura Private Wealth’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 		$9.17K Hold
100
– – ﹤0.01% 612
2026
Q1 		$8.52K Buy
100
+85
+567% +$7.58K ﹤0.01% 562
2025
Q4 		$1.19K Buy
+15
New +$1.18K ﹤0.01% 731
2025
Q3 		– Sell
-86
Closed -$7.82K – 820
2025
Q2 		$7.82K Sell
86
-62
-42% -$5.66K ﹤0.01% 501
2025
Q1 		$13.9K Buy
148
+94
+174% +$8.42K 0.01% 406
2024
Q4 		$4.91K Buy
+54
New +$5.15K ﹤0.01% 510

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

Aventura Private Wealth's CL Position: Q2 2026 in Review

Aventura Private Wealth held its Colgate-Palmolive (CL) position steady in Q2 2026 at 100 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Aventura Private Wealth first reported a position in CL in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.9K in Q1 2025. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Aventura Private Wealth held 100 shares of Colgate-Palmolive worth $9.17K as of Q2 2026.
  • Aventura Private Wealth left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #612 holding.
  • Aventura Private Wealth first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 6 quarters since.
  • Aventura Private Wealth's Colgate-Palmolive position peaked at $13.9K in Q1 2025.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.