AWM
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Avior Wealth Management’s Colgate-Palmolive CL Stock Holding History

Avior Wealth Management’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 		$1.42M Buy
15,453
+784
+5% +$68.6K 0.04% 302
2026
Q1 		$1.25M Buy
14,669
+307
+2% +$27.4K 0.04% 309
2025
Q4 		$1.13M Buy
+14,362
New +$1.13M 0.04% 289
2025
Q1 		– Sell
-737
Closed -$67K – 1031
2024
Q4 		$67K Sell
737
-14
-2% -$1.34K ﹤0.01% 1042
2024
Q3 		$78K Buy
751
+21
+3% +$2.14K ﹤0.01% 958
2024
Q2 		$70.8K Sell
730
-1,935
-73% -$178K ﹤0.01% 975
2024
Q1 		$240K Buy
2,665
+1,993
+297% +$169K 0.01% 658
2023
Q4 		$53.6K Sell
672
-222
-25% -$16.7K ﹤0.01% 717
2023
Q3 		$63.6K Sell
894
-23
-3% -$1.72K ﹤0.01% 715
2023
Q2 		$70.6K Hold
917
– – ﹤0.01% 695
2023
Q1 		$68.9K Buy
917
+575
+168% +$42.8K ﹤0.01% 705
2022
Q4 		$26.9K Hold
342
– – ﹤0.01% 716
2022
Q3 		$24K Hold
342
– – ﹤0.01% 712
2022
Q2 		$27K Hold
342
– – ﹤0.01% 640
2022
Q1 		$25K Sell
342
-6,720
-95% -$532K ﹤0.01% 682
2021
Q4 		$601K Buy
7,062
+100
+1% +$7.81K 0.05% 290
2021
Q3 		$525K Buy
6,962
+3
+0% +$238 0.04% 306
2021
Q2 		$565K Sell
6,959
-972
-12% -$79.5K 0.06% 278
2021
Q1 		$624K Sell
7,931
-221
-3% -$17.3K 0.07% 254
2020
Q4 		$696K Buy
8,152
+180
+2% +$14.9K 0.09% 198
2020
Q3 		$614K Buy
7,972
+1,139
+17% +$86.8K 0.09% 197
2020
Q2 		$500K Sell
6,833
-50
-0.7% -$3.55K 0.08% 235
2020
Q1 		$456K Sell
6,883
-39
-0.6% -$2.75K 0.09% 209
2019
Q4 		$476K Buy
6,922
+139
+2% +$9.48K 0.08% 233
2019
Q3 		$498K Hold
6,783
– – 0.09% 218
2019
Q2 		$486K Buy
6,783
+22
+0.3% +$1.56K 0.09% 212
2019
Q1 		$462K Hold
6,761
– – 0.1% 207
2018
Q4 		$402K Hold
6,761
– – 0.1% 202
2018
Q3 		$453K Hold
6,761
– – 0.1% 198
2018
Q2 		$438K Buy
6,761
+5,085
+303% +$333K 0.1% 190
2018
Q1 		$120K Buy
1,676
+1,446
+629% +$104K 0.03% 419
2017
Q4 		$17K Buy
230
+13
+6% +$949 ﹤0.01% 558
2017
Q3 		$16K Hold
217
– – 0.01% 294
2017
Q2 		$16K Hold
217
– – 0.01% 274
2017
Q1 		$16K Hold
217
– – 0.01% 314
2016
Q4 		$14K Hold
217
– – 0.01% 310
2016
Q3 		$16K Hold
217
– – 0.01% 313
2016
Q2 		$16K Hold
217
– – 0.01% 300
2016
Q1 		$15K Hold
217
– – 0.01% 314
2015
Q4 		$14K Hold
217
– – 0.01% 287
2015
Q3 		$14K Hold
217
– – 0.01% 262
2015
Q2 		$14K Hold
217
– – 0.01% 241
2015
Q1 		$15K Hold
217
– – 0.01% 222
2014
Q4 		$15K Hold
217
– – 0.01% 203
2014
Q3 		$14K Hold
217
– – 0.01% 212
2014
Q2 		$15K Hold
217
– – 0.01% 211
2014
Q1 		$14K Buy
+217
New +$13.7K 0.01% 210

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

Avior Wealth Management's CL Position: Q2 2026 in Review

Avior Wealth Management increased its Colgate-Palmolive (CL) stake by 5.3% in Q2 2026, buying an estimated $68.6K and bringing the position to 15,453 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #302.

Avior Wealth Management first reported a position in CL in Q1 2014 and has held it in 47 quarters since. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Avior Wealth Management held 15,453 shares of Colgate-Palmolive worth $1.42M as of Q2 2026.
  • Avior Wealth Management bought 784 Colgate-Palmolive shares in Q2 2026, an estimated $68.6K.
  • Colgate-Palmolive made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Avior Wealth Management first reported a position in Colgate-Palmolive in Q1 2014 and has held it in 47 quarters since.
  • 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.