Avidian Wealth Enterprises
CL icon

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
Q3 		$807K Sell
9,458
-745
-7% -$67.4K 0.02% 373
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 		$1.34M 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

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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Avidian Wealth Enterprises's CL Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Colgate-Palmolive (CL) stake by 7.3% in Q3 2026, selling an estimated $67.4K and leaving 9,458 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #373.

Avidian Wealth Enterprises first reported a position in CL in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.93M in Q4 2020. 1,192 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Avidian Wealth Enterprises held 9,458 shares of Colgate-Palmolive worth $807K as of Q3 2026.
  • Avidian Wealth Enterprises sold 745 Colgate-Palmolive shares in Q3 2026, an estimated $67.4K.
  • Colgate-Palmolive made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #373 holding.
  • Avidian Wealth Enterprises first reported a position in Colgate-Palmolive in Q1 2019 and has held it in 31 quarters since.
  • Avidian Wealth Enterprises's Colgate-Palmolive position peaked at $1.93M in Q4 2020.
  • 1,192 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.