AWE
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Avidian Wealth Enterprises’s Colgate-Palmolive CL Stock Holding History

Avidian Wealth Enterprises’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 		$935K Buy
10,203
+727
+8% +$63.6K 0.03% 338
2026
Q1 		$808K Buy
9,476
+1,857
+24% +$166K 0.03% 330
2025
Q4 		$602K Sell
7,619
-1,449
-16% -$114K 0.02% 337
2025
Q3 		$725K Buy
9,068
+162
+2% +$13.8K 0.03% 283
2025
Q2 		$810K Buy
8,906
+212
+2% +$19.4K 0.03% 238
2025
Q1 		$815K Buy
8,694
+1,187
+16% +$106K 0.04% 223
2024
Q4 		$682K Sell
7,507
-121
-2% -$11.5K 0.03% 242
2024
Q3 		$792K Sell
7,628
-510
-6% -$52K 0.04% 221
2024
Q2 		$790K Buy
8,138
+547
+7% +$50.5K 0.03% 215
2024
Q1 		$684K Sell
7,591
-1,611
-18% -$136K 0.03% 213
2023
Q4 		$733K Buy
9,202
+219
+2% +$16.5K 0.05% 199
2023
Q3 		$639K Sell
8,983
-4,193
-32% -$314K 0.05% 214
2023
Q2 		$1.02M Sell
13,176
-63
-0.5% -$4.88K 0.07% 176
2023
Q1 		$995K Buy
13,239
+1,230
+10% +$91.5K 0.05% 201
2022
Q4 		$946K Buy
12,009
+625
+5% +$46.9K 0.06% 186
2022
Q3 		$800K Buy
11,384
+39
+0.3% +$3.06K 0.06% 174
2022
Q2 		$909K Buy
11,345
+130
+1% +$10.2K 0.06% 179
2022
Q1 		$850K Buy
11,215
+239
+2% +$18.9K 0.05% 219
2021
Q4 		$937K Buy
10,976
+91
+0.8% +$7.11K 0.06% 200
2021
Q3 		$823K Buy
10,885
+178
+2% +$14.1K 0.06% 152
2021
Q2 		$871K Sell
10,707
-11,273
-51% -$922K 0.07% 145
2021
Q1 		$1.73M Sell
21,980
-558
-2% -$43.7K 0.15% 88
2020
Q4 		$1.93M Buy
22,538
+643
+3% +$53.2K 0.18% 79
2020
Q3 		$1.69M Buy
21,895
+1,172
+6% +$89.4K 0.19% 78
2020
Q2 		$1.52M Buy
20,723
+600
+3% +$42.6K 0.2% 74
2020
Q1 		$1.33M Sell
20,123
-65
-0.3% -$4.58K 0.21% 61
2019
Q4 		$1.39M Buy
20,188
+15,926
+374% +$1.09M 0.2% 52
2019
Q3 		$313K Buy
4,262
+196
+5% +$14.2K 0.05% 144
2019
Q2 		$291K Buy
4,066
+887
+28% +$63K 0.07% 110
2019
Q1 		$218K Buy
+3,179
New +$205K 0.05% 119

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Avidian Wealth Enterprises's CL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Colgate-Palmolive (CL) stake by 7.7% in Q2 2026, buying an estimated $63.6K and bringing the position to 10,203 shares worth $935K. The position accounts for 0.03% of the portfolio, ranked #338.

Avidian Wealth Enterprises first reported a position in CL in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.93M in Q4 2020. 606 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Avidian Wealth Enterprises held 10,203 shares of Colgate-Palmolive worth $935K as of Q2 2026.
  • Avidian Wealth Enterprises bought 727 Colgate-Palmolive shares in Q2 2026, an estimated $63.6K.
  • Colgate-Palmolive made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #338 holding.
  • Avidian Wealth Enterprises first reported a position in Colgate-Palmolive in Q1 2019 and has held it in 30 quarters since.
  • Avidian Wealth Enterprises's Colgate-Palmolive position peaked at $1.93M in Q4 2020.
  • 606 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.