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BCS Private Wealth Management’s Colgate-Palmolive CL Stock Holding History

BCS Private 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 		$635K Buy
7,450
+1,725
+30% +$154K 0.19% 92
2025
Q4 		$452K Hold
5,725
– – 0.15% 110
2025
Q3 		$458K Hold
5,725
– – 0.16% 98
2025
Q2 		$520K Buy
+5,725
New +$523K 0.2% 84

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

BCS Private Wealth Management's CL Position: Q1 2026 in Review

BCS Private Wealth Management increased its Colgate-Palmolive (CL) stake by 30% in Q1 2026, buying an estimated $154K and bringing the position to 7,450 shares worth $635K. The position accounts for 0.19% of the portfolio, ranked #92.

BCS Private Wealth Management first reported a position in CL in Q2 2025 and has held it in 4 quarters since. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • BCS Private Wealth Management held 7,450 shares of Colgate-Palmolive worth $635K as of Q1 2026.
  • BCS Private Wealth Management bought 1,725 Colgate-Palmolive shares in Q1 2026, an estimated $154K.
  • Colgate-Palmolive made up 0.19% of BCS Private Wealth Management's portfolio in Q1 2026, its #92 holding.
  • BCS Private Wealth Management first reported a position in Colgate-Palmolive in Q2 2025 and has held it in 4 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.