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 Q2	$525K	Sell	5,725 -1,725	-23%	-$151K	0.16%	96
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BCS Private Wealth Management's CL Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Colgate-Palmolive (CL) stake by 23% in Q2 2026, selling an estimated $151K and leaving 5,725 shares worth $525K. The position accounts for 0.16% of the portfolio, ranked #96.

BCS Private Wealth Management first reported a position in CL in Q2 2025 and has held it in 5 quarters since. The position peaked at $635K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

BCS Private Wealth Management held 5,725 shares of Colgate-Palmolive worth $525K as of Q2 2026.
BCS Private Wealth Management sold 1,725 Colgate-Palmolive shares in Q2 2026, an estimated $151K.
Colgate-Palmolive made up 0.16% of BCS Private Wealth Management's portfolio in Q2 2026, its #96 holding.
BCS Private Wealth Management first reported a position in Colgate-Palmolive in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's Colgate-Palmolive position peaked at $635K in Q1 2026.
2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.