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Axxcess Wealth Management’s Colgate-Palmolive CL Stock Holding History

Axxcess 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
Q1 		$3.58M Buy
41,973
+450
+1% +$40.1K 0.11% 152
2025
Q4 		$3.28M Sell
41,523
-2,181
-5% -$171K 0.06% 282
2025
Q3 		$3.49M Sell
43,704
-3,673
-8% -$313K 0.07% 212
2025
Q2 		$4.31M Buy
47,377
+206
+0.4% +$18.8K 0.1% 163
2025
Q1 		$4.42M Buy
47,171
+8,385
+22% +$751K 0.12% 149
2024
Q4 		$3.53M Buy
38,786
+117
+0.3% +$11.2K 0.08% 174
2024
Q3 		$4.01M Sell
38,669
-10,095
-21% -$1.03M 0.1% 160
2024
Q2 		$4.73M Sell
48,764
-3,106
-6% -$287K 0.13% 138
2024
Q1 		$4.67M Sell
51,870
-2,718
-5% -$230K 0.13% 135
2023
Q4 		$4.35M Buy
54,588
+3,793
+7% +$285K 0.13% 140
2023
Q3 		$3.61M Buy
50,795
+22,149
+77% +$1.66M 0.12% 136
2023
Q2 		$2.21M Buy
28,646
+3,204
+13% +$248K 0.16% 125
2023
Q1 		$1.91M Buy
25,442
+5,314
+26% +$395K 0.14% 141
2022
Q4 		$1.59M Buy
20,128
+11,408
+131% +$855K 0.13% 153
2022
Q3 		$612K Buy
8,720
+1,745
+25% +$137K 0.06% 273
2022
Q2 		$559K Buy
6,975
+707
+11% +$55.3K 0.05% 285
2022
Q1 		$475K Sell
6,268
-755
-11% -$59.8K 0.04% 366
2021
Q4 		$599K Buy
+7,023
New +$548K 0.04% 317

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Axxcess Wealth Management's CL Position: Q1 2026 in Review

Axxcess Wealth Management increased its Colgate-Palmolive (CL) stake by 1.1% in Q1 2026, buying an estimated $40.1K and bringing the position to 41,973 shares worth $3.58M. The position accounts for 0.11% of the portfolio, ranked #152.

Axxcess Wealth Management first reported a position in CL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.73M in Q2 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Axxcess Wealth Management held 41,973 shares of Colgate-Palmolive worth $3.58M as of Q1 2026.
  • Axxcess Wealth Management bought 450 Colgate-Palmolive shares in Q1 2026, an estimated $40.1K.
  • Colgate-Palmolive made up 0.11% of Axxcess Wealth Management's portfolio in Q1 2026, its #152 holding.
  • Axxcess Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Colgate-Palmolive position peaked at $4.73M in Q2 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.