Avion Wealth’s Colgate-Palmolive CL Stock Holding History

Avion 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	$52K	Buy	576 +80	+16%	+$7K	0.01%	239
2026 Q1	$42K	Sell	496 -118	-19%	-$10.5K	0.01%	225
2025 Q4	$48K	Buy	614 +157	+34%	+$12.3K	0.01%	211
2025 Q3	$36K	Sell	457 -104	-19%	-$8.87K	0.01%	252
2025 Q2	$50K	Buy	561 +108	+24%	+$9.86K	0.01%	203
2025 Q1	$41K	Hold	453	–	–	0.01%	209
2024 Q4	$41K	Sell	453 -10	-2%	-$954	0.01%	208
2024 Q3	$48K	Buy	463 +20	+5%	+$2.04K	0.01%	171
2024 Q2	$42K	Buy	443 +27	+6%	+$2.49K	0.01%	169
2024 Q1	$38K	Buy	416 +17	+4%	+$1.44K	0.01%	179
2023 Q4	$32K	Buy	399 +175	+78%	+$13.2K	0.01%	185
2023 Q3	$15K	Sell	224 -1	-0.4%	-$75	﹤0.01%	231
2023 Q2	$16K	Buy	225 +34	+18%	+$2.63K	﹤0.01%	250
2023 Q1	$15K	Hold	191	–	–	﹤0.01%	234
2022 Q4	$13K	Hold	191	–	–	﹤0.01%	243
2022 Q3	$13K	Hold	191	–	–	﹤0.01%	244
2022 Q2	$15K	Hold	191	–	–	﹤0.01%	226
2022 Q1	$14K	Hold	191	–	–	﹤0.01%	203
2021 Q4	$16K	Hold	191	–	–	﹤0.01%	193
2021 Q3	$14K	Hold	191	–	–	﹤0.01%	207
2021 Q2	$16K	Hold	191	–	–	﹤0.01%	184
2021 Q1	$15K	Hold	191	–	–	0.01%	183
2020 Q4	$16K	Sell	191 -27	-12%	-$2.23K	0.01%	192
2020 Q3	$17K	Hold	218	–	–	0.01%	148
2020 Q2	$16K	Hold	218	–	–	0.01%	140
2020 Q1	$14K	Buy	+218	New	+$15.4K	0.01%	144

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avion Wealth's CL Position: Q2 2026 in Review

Avion Wealth increased its Colgate-Palmolive (CL) stake by 16% in Q2 2026, buying an estimated $7K and bringing the position to 576 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #239.

Avion Wealth first reported a position in CL in Q1 2020 and has held it in 26 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Avion Wealth held 576 shares of Colgate-Palmolive worth $52K as of Q2 2026.
Avion Wealth bought 80 Colgate-Palmolive shares in Q2 2026, an estimated $7K.
Colgate-Palmolive made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #239 holding.
Avion Wealth first reported a position in Colgate-Palmolive in Q1 2020 and has held it in 26 quarters since.
2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.