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B. Riley Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-40,000
Closed -$32K – 1049
2025
Q3 		$32K Buy
40,000
+39,600
+9,900% +$3.38M ﹤0.01% 1024
2025
Q2 		$36.4K Buy
+400
New +$36.5K ﹤0.01% 1001

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

B. Riley Wealth Advisors's CL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Colgate-Palmolive (CL) stake by 2.9% in Q2 2026, buying an estimated $21K and bringing the position to 8,643 shares worth $799K. The position accounts for 0.04% of the portfolio, ranked #356.

B. Riley Wealth Advisors first reported a position in CL in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.74M in Q2 2023. 621 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • B. Riley Wealth Advisors held 8,643 shares of Colgate-Palmolive worth $799K as of Q2 2026.
  • B. Riley Wealth Advisors bought 240 Colgate-Palmolive shares in Q2 2026, an estimated $21K.
  • Colgate-Palmolive made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #356 holding.
  • B. Riley Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's Colgate-Palmolive position peaked at $4.74M in Q2 2023.
  • 621 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.