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Balboa Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Balboa Wealth Partners’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 		$240K Buy
+2,620
New +$229K 0.03% 393
2024
Q4 		– Sell
-2,174
Closed -$226K – 351
2024
Q3 		$226K Buy
+2,174
New +$222K 0.06% 246

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Balboa Wealth Partners's CL Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Colgate-Palmolive (CL) in Q2 2026: 2,620 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #393 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in CL as recently as Q3 2024.

Balboa Wealth Partners first reported a position in CL in Q3 2024 and has held it in 2 quarters since. 2,025 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Balboa Wealth Partners held 2,620 shares of Colgate-Palmolive worth $240K as of Q2 2026.
  • Colgate-Palmolive was a new Balboa Wealth Partners position in Q2 2026.
  • Colgate-Palmolive made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #393 holding.
  • Balboa Wealth Partners first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 2 quarters since.
  • 2,025 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.