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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avion Wealth's CL Position: Q1 2026 in Review

Avion Wealth reduced its Colgate-Palmolive (CL) stake by 19% in Q1 2026, selling an estimated $10.5K and leaving 496 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #225.

Avion Wealth first reported a position in CL in Q1 2020 and has held it in 25 quarters since. The position peaked at $50K in Q2 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Avion Wealth held 496 shares of Colgate-Palmolive worth $42K as of Q1 2026.
Avion Wealth sold 118 Colgate-Palmolive shares in Q1 2026, an estimated $10.5K.
Colgate-Palmolive made up 0.01% of Avion Wealth's portfolio in Q1 2026, its #225 holding.
Avion Wealth first reported a position in Colgate-Palmolive in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's Colgate-Palmolive position peaked at $50K in Q2 2025.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.