Balboa Wealth Partners
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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
Q3 		– Sell
-2,620
Closed -$240K – 473
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

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Balboa Wealth Partners's CL Position: Q3 2026 in Review

Balboa Wealth Partners sold out of Colgate-Palmolive (CL) in Q3 2026, closing a stake of 2,620 shares — an estimated $240K sold.

Balboa Wealth Partners first reported a position in CL in Q3 2024 and held it in 2 quarters. The position peaked at $240K in Q2 2026. 1,131 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Balboa Wealth Partners reported no remaining Colgate-Palmolive position as of Q3 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,620 Colgate-Palmolive shares in Q3 2026, an estimated $240K.
  • Balboa Wealth Partners first reported a position in Colgate-Palmolive in Q3 2024 and held it in 2 quarters.
  • Balboa Wealth Partners's Colgate-Palmolive position peaked at $240K in Q2 2026.
  • 1,131 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.